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Family Wealth Planning Partners
Louisville, Kentucky
5.0
20 Reviews
Family Wealth Planning Partners is a small investment advisory firm based out of Louisville, KY. With a single office, the firm is dedicated to providing comprehensive investment advisory services to their clients. They have a team of four experienced professionals who specialize in wealth management and financial planning.
With an average of $35,580,000 in assets under management per investment advisor, Family Wealth Planning Partners demonstrates their expertise in managing substantial portfolios. They offer a variety of compensation structures, including a percentage of assets under management and fixed fees, ensuring flexibil...see more
Assets Under Mgmt
$142.33M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Other Business Activities
- Registered representative of a broker-dealer
Reviews for Family Wealth Planning Partners
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