First Family Wealth

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Client assets under management

$87,426,847

Clients

137

100% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$638,152

About

First Family Wealth provides investment management and financial planning to individuals, high‑net‑worth individuals, and charitable organizations. The firm manages individually allocated portfolios, offers project‑based and ongoing financial planning, and includes retirement‑plan consulting that can cover employee benefits reviews and assistance selecting healthcare options.

The firm’s investment process blends modern portfolio theory with fundamental, technical, and cyclical analysis and may use third‑party managers for portfolio implementation, with outside managers reviewed at least annually. First Family Wealth recommends a range of instruments — common and municipal bonds, stocks, mutual funds, ETFs — and also uses alternative products such as structured notes and access to private investments while operating with discretionary authority via client power‑of‑attorney arrangements.

Noteworthy aspects include a small, recently formed advisory team managing roughly $87.8 million across about 137 client accounts, a scale that results in relatively high assets per advisor and may affect service delivery. The firm also discloses that it does not provide written reports to investment advisory clients, does not vote client proxies, and receives custodial‑provided research and operational support (soft‑dollar benefits) from recommended custodians.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Medicare planning Wealth management

Fee options

Percentage

$0 - $1,000,000: 1.35% $1,000,000+: 1.00%

Subscriptions

Ongoing financial planning fee of $500 per month after an upfront fee of $2,500

Main office location

First Family Wealth

1500 Medical Center Parkway, Suite 3

Murfreesboro TN 37129, United States

Number of offices

Most active in

Tennessee · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website 615-653-0361

Advisors at this firm

Daren C

CFP®, Series 66

Murfreesboro, TN

First Family Wealth

Daren Chamblee is a CFP® professional with 15 years of industry experience. He is currently the sole advisor at First Family Wealth, where he has worked since 2025. Prior to this, he held roles at First Advisors National, LLC, Robert Baird & Co., JJB Hilliard WL Lyons LLC, and Edward Jones. First Family Wealth is a state-registered investment adviser that provides investment management and financial planning services. The firm offers tailored advice using diversified strategies and incorporates due diligence on third-party managers, with a particular focus on retirement-plan consulting and healthcare guidance.

Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Medicare planning Wealth management

Dana P

Series 65

Murfreesboro, TN

First Family Wealth

Dana Park is a financial advisor with First Family Wealth in Murfreesboro, TN. Dana holds a Series 65 credential and has prior experience at AFlac, Bell Law Settlement Services, Foundation Title & Escrow Services LLC, and Title Associates of Knoxville, LLC. Dana has been with First Family Wealth since 2024. First Family Wealth is a state-registered investment adviser formed in 2025 that provides investment management and financial planning services. The firm offers portfolio supervision, project-based and ongoing financial planning, and retirement-plan consulting that includes employee benefits and Medicare guidance, and it applies diversified strategies including Modern Portfolio Theory along with fundamental, technical, and cyclical analysis.

Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Medicare planning Wealth management

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