Brian W Ramsey

CFP · ChFC

Family Wealth Planning Partners

21 Years of Experience

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Firm Information

Family Wealth Planning Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

5 advisors

Number of Clients

795 clients

Average Client Portfolio

$394K average

Assets Under Management

$313.5M

Fee Structure

Minimum Investment:$100K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	1.65%
$500K - $1000K	1.35%
$1M+	1.00%

Fees may be negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Financial Plan Fee:$1,000 - $25,000

FWPP charges fees based on a percentage of assets under management. The fees are: 1.65% on the first $499,999, 1.35% for $500,000 to $999,999, and 1.00% for $1,000,000 and above. Fees may be negotiable. Financial planning fees range from $1,000 to $25,000. Retirement plan advisory fees generally do not exceed 2% of plan assets or range from $1,000 to $250,000 for flat fees.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth

Advisor Information

Office location

9200 Shelbyville Rd, Suite 103, Louisville, KY, 40222

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Regulatory History (1)

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Employment Separation After Allegations

May 2013

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Other Business ActivitiesSells Insurance

Brian provides insurance services through FWPP Insurance LLC, a licensed insurance business, dedicating nearly full-time hours to this activity. This is contemporaneous with providing advice through FWPP.