Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
General
Location
Louisville, KY, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$75,000,000.00
Gross Revenue
$750,000.00
# of Accounts
600
Avg Client Age
55
Overview

Family Wealth Planning Partners is a Financial Planning based firm with 6 local advisors located in Louisville, KY. in 2017, our Firm acquired a local RIA firm, since the acquisition, we retained 91% of the clients and have increased revenues considerably each year.

FWPP has a culture focused on the client experience, where we deliver a consistent onboarding client process, as well as a specific on-going client relationship-building process. Our Investment Philosophy is broad-based low costs investment solutions. We do not push annuities, however we view annuities as a bond replacement solutions in the right circumstance. We are heavy into technology, this is used to enhance the overall client experience. Technology has not only made us more efficient, but it has also dramatically increased the overall client experience.

FWPP also hosts a weekly Radio Show and Podcasts.

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