AdvisorOS Directory
Claim Profile
ED

Eric Thomas Douglas

FAMILY WEALTH PLANNING PARTNERS LLC·LOUISVILLE, Kentucky
Unclaimed Profile
9200 SHELBYVILLE RD, LOUISVILLE, KY 40222CRD# 5561316Firm CRD# 323656
01

About

Eric Thomas Douglas is a registered financial advisor based in LOUISVILLE, Kentucky, affiliated with FAMILY WEALTH PLANNING PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FAMILY WEALTH PLANNING PARTNERS LLC
FAMILY WEALTH PLANNING PARTNERS
AUM
$218M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at FAMILY WEALTH PLANNING PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5561316
Firm CRD# 323656
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LOUISVILLE?

Browse all registered financial advisors in LOUISVILLE, Kentucky or claim this profile if it's yours.

Browse LOUISVILLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Eric Thomas Douglas offer?
Eric Thomas Douglas specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOUISVILLE, Kentucky for a consultation.
What are Eric Thomas Douglas's credentials?
Eric Thomas Douglas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Thomas Douglas located?
Eric Thomas Douglas is based in LOUISVILLE, Kentucky, working with FAMILY WEALTH PLANNING PARTNERS LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.
How does Eric Thomas Douglas charge for services?
Eric Thomas Douglas's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FAMILY WEALTH PLANNING PARTNERS LLC?
FAMILY WEALTH PLANNING PARTNERS LLC has approximately 5 employees and manages $218M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LOUISVILLE
Jeremy D Burtel — CHRYSALIS CAPITAL, LLC DBA CHRYSALIS VENTURES, LLCJohn Johnston Davis — HARVEY INVESTMENT COMPANY, LLCTodd Parker Lowe — PARTHENON LLCThomas Alexander Corea — PARTHENON LLCJanice Sue Peebles — ARGI INVESTMENT SERVICES, LLC
Nearby cities in Kentucky
LEXINGTON (106)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)
City Guides
LEXINGTON GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT GuideBOWLING GREEN Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile