Family Wealth Planning Partners
Assets Under Management
$313.5M
Number of Clients
795
Number of Advisors
5
Average Client AUM
$394K
AUM per Advisor
$62.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
FWPP offers investment advice/management, financial planning, and consulting services. Investment strategies vary among advisors. They have direct relationships with Schwab and SEI. Financial planning services focus on specific client needs and can be comprehensive or modular. They also offer pension plan advisory and consulting services.
Fee Structure
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
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.
Areas of Practice
Location
9200 Shelbyville Rd, Suite 103, Louisville, KY, 40222