FAMILY WEALTH PLANNING PARTNERS LLC

FAMILY WEALTH PLANNING PARTNERS

LOUISVILLE, Kentucky·4 registered advisors·CRD# 323656

SEC# 801-1269963502-200-5210

01

Firm Overview

AUM

$218M

Regulatory assets under management

Employees

5

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at FAMILY WEALTH PLANNING PARTNERS LLC

4 registered advisors

Aaron Michael Mcandrew

LOUISVILLE, Kentucky

LOUISVILLE, Kentucky

Christopher Andrew Vaughn

LOUISVILLE, Kentucky

Eric Thomas Douglas

LOUISVILLE, Kentucky

05

Office Locations

LOUISVILLE, Kentucky

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Data sourced from SEC Form ADV filings. FAMILY WEALTH PLANNING PARTNERS LLC (CRD# 323656) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.