# Family Wealth Planning Partners

> Family Wealth Planning Partners is an SEC-registered investment advisory firm in Louisville, KY, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 22, 2026.

- CRD: 323656
- Filed as: FAMILY WEALTH PLANNING PARTNERS
- Legal name: Family Wealth Planning Partners LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Louisville, KY
- Filing period: October 2026
- Form ADV filing dated: May 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323656
- AdvisorCensus page: https://advisorcensus.com/firm/family-wealth-planning-partners-louisville-ky-323656

## Quick answers

**How is Family Wealth Planning Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Family Wealth Planning Partners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Family Wealth Planning Partners charge?**
Its Form ADV Part 2A brochure dated March 23, 2026 states: Flat fee: $1,000 to $25,000 (specific financial planning and consultancy services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Family Wealth Planning Partners located?**
Family Wealth Planning Partners' principal office is in Louisville, KY, according to its Form ADV; the June 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Family Wealth Planning Partners registered with the SEC or a state?**
Family Wealth Planning Partners is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323656.

**How much does Family Wealth Planning Partners manage?**
Family Wealth Planning Partners reports $317,374,188 in regulatory assets under management in its Form ADV filing dated May 22, 2026 (65% discretionary).

**How have Family Wealth Planning Partners' assets and staff changed since 2023?**
In the Form ADV data for Family Wealth Planning Partners: Regulatory assets under management: $142,330,000 in the October 2023 data and $317,374,188 in the October 2026 data, up 123%. Total employees: 4 in October 2023 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Family Wealth Planning Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,090); other (250); pension and profit sharing plans (but not the plan participants or government pension plans) (75).

**Which custodians does Family Wealth Planning Partners use?**
Family Wealth Planning Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Family Wealth Planning Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323656

**What changed in Family Wealth Planning Partners' recent Form ADV filings?**
In the June 2026 filing data: No longer lists an office in Jasper, IN.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Flat fee: $1,000 to $25,000 (specific financial planning and consultancy services)

> Fees charged for financial planning services on a fixed basis generally range from as little as $1,000 to as much as $25,000

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $317,374,188
- Discretionary: $206,916,186
- Non-discretionary: $110,458,002

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,090 | $97,632,107 |
| High net worth individuals | 51 | $109,284,079 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 75 | $73,552,578 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 250 | $36,905,424 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2022 (3 years)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN, KY, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Clarksville, IN
- Huntingburg, IN

### Websites listed on Form ADV (Item 1.I)
- fwppartners.com
- Facebook @fwppartners
- LinkedIn @fwpp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $142,330,000 | 4 | July 12, 2023 |
| October 2024 | $217,826,915 | 5 | April 5, 2024 |
| October 2025 | $313,506,471 | 7 | February 17, 2025 |
| October 2026 | $317,374,188 | 8 | May 22, 2026 |

Regulatory assets under management: $142,330,000 in the October 2023 data and $317,374,188 in the October 2026 data, up 123%.
Total employees: 4 in October 2023 and 8 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- No longer lists an office in Jasper, IN.

### April 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $202,281,612 to $317,374,188 (+57%).

### December 2025
- Regulatory assets under management went from $313,506,471 to $202,281,612 (-35%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Family Wealth Planning Partners (CRD 323656): Form ADV filing data as of October 2026.