Family Wealth Planning Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Family Wealth Planning Partners reports 1,466 clients. They include 1,090 individual clients, 250 other clients, and 75 pension and profit-sharing plans. Of its assets, 65.2% ($207M across 1,041 accounts) are managed with discretion; $110M across 325 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 74% | 31% |
| High-net-worth individuals | 3% | 34% |
| Pension and profit-sharing plans | 5% | 23% |
| Other | 17% | 12% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,090 | $97.6M | 30.8% | $89.6K |
| High-net-worth individuals | 51 | $109M | 34.4% | $2.14M |
| Pension and profit-sharing plans | 75 | $73.6M | 23.2% | $981K |
| Other | 250 | $36.9M | 11.6% | $148K |
| Total | 1,466 | $317M | 100% | $216K |
- Clients
- 1,090
- Regulatory AUM
- $97.6M
- AUM share
- 30.8%
- Avg. per client
- $89.6K
- Clients
- 51
- Regulatory AUM
- $109M
- AUM share
- 34.4%
- Avg. per client
- $2.14M
- Clients
- 75
- Regulatory AUM
- $73.6M
- AUM share
- 23.2%
- Avg. per client
- $981K
- Clients
- 250
- Regulatory AUM
- $36.9M
- AUM share
- 11.6%
- Avg. per client
- $148K
Total
- Clients
- 1,466
- Regulatory AUM
- $317M
- AUM share
- 100%
- Avg. per client
- $216K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Family Wealth Planning Partners charges 1.00%–1.65% a year for its Investment Management. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting Fees
- Flat fees for financial planning and consulting generally range from $1,000 to $25,000, depending on complexity.
The leadership team of Family Wealth Planning Partners includes Chief Compliance Officer Brian Ramsey. It has 8 employees, 5 of them in advisory roles.
Staff
- 8 employees
- 5 in advisory functions
- 4 state-registered reps
- 4 insurance agents
- 2 soliciting firms
- Owns 10% to 25% of Family Wealth Planning Partners LLC
Brian Ramsey
Control person · since October 2022
- Owns 10% to 25% of Family Wealth Planning Partners LLC
Eric Douglas
Control person · since October 2022
- Owns 10% to 25% of Family Wealth Planning Partners LLC
Christopher Vaughn
Control person · since October 2022
- Owns 10% to 25% of Family Wealth Planning Partners LLC
Aaron McAndrew
Control person · since October 2022
Family Wealth Planning Partners’ regulatory assets grew 2.2× from $142M (July 2023) to $317M (May 2026); clients rose from 369 to 1,466 and employees from 4 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $317M | 1,466 | 8 | 3 |
| Feb 2025February 2025 | $314M | 795 | 7 | 4 |
| Apr 2024April 2024 | $218M | 624 | 5 | 4 |
| Jul 2023July 2023 | $142M | 369 | 4 | 1 |
Besides its headquarters, Family Wealth Planning Partners has 2 offices, with 3 listed addresses across 2 states.
Indiana · 2 listed addresses
- 511 E 4th Street, Huntingburg
- 1400 Main Street, Clarksville
Kentucky · 1 listed address
- 3012 Eastpoint Parkway, LouisvilleHQ
Contact and registration details
- Legal name
- Family Wealth Planning Partners LLC
- Headquarters
- 3012 Eastpoint Parkway, Louisville, KY 40223
- Website
- fwppartners.com
- Phone
- 502-200-5210
- SEC file
- 801-126996
- Structure
- Kentucky partnership
- Fiscal year end
- December
Family Wealth Planning Partners’ named custodian for separately managed accounts is Charles Schwab ($202M). Family Wealth Planning Partners does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $202M100%
At year end, Family Wealth Planning Partners’ separately managed accounts were largely in stocks (47%) and funds (36%).
What the accounts hold
- Stocks47%
- Exchange-traded equities43%
- Non-exchange-traded equities4%
- Funds36%
- Bonds4%
- U.S. government and agency bonds2%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash3%
- Other10%
- Alt inv & annuities10%
How many clients does Family Wealth Planning Partners have?
Family Wealth Planning Partners has 1,466 clients and manages $317 million for them, as of May 2026. They include 1,090 individual clients, 250 other clients, and 75 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 May 2026
What services does Family Wealth Planning Partners offer?
Family Wealth Planning Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Family Wealth Planning Partners charge?
Family Wealth Planning Partners charges 1.00%–1.65% a year for its Investment Management. The fee is billed in arrears and is negotiable.
Source: 20221031 FORM ADV PART 2A - FWPP, filed 23 March 2026
Which custodians does Family Wealth Planning Partners use?
Family Wealth Planning Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $202M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 May 2026
How many financial advisors does Family Wealth Planning Partners have?
Family Wealth Planning Partners has 4 investment adviser representatives registered with state securities authorities, out of 8 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Family Wealth Planning Partners invest in?
At the end of its last fiscal year, Family Wealth Planning Partners’ separately managed accounts held 43% exchange-traded equities, 36% registered funds (mutual funds, ETFs, BDCs), 10% other, 4% non-exchange-traded equities, 3% cash and equivalents, 2% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds. The 10% other category is described as: Alt Inv & Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Family Wealth Planning Partners?
Family Wealth Planning Partners’ direct owners are Brian Ramsey, Eric Douglas, Christopher Vaughn and Aaron McAndrew, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 22 May 2026
How does Family Wealth Planning Partners get paid?
Family Wealth Planning Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Family Wealth Planning Partners?
Family Wealth Planning Partners’ main office is at 3012 Eastpoint Parkway, Louisville, KY 40223. Its phone number is 502-200-5210. Its website is fwppartners.com.