PlannerFees

Family Wealth Planning Partners fees and pricing

Financial planner in Louisville, Kentucky. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 23, 2026, Family Wealth Planning Partners charges a flat or project fee of $1,000 and an annual fee of $1,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$1,000
“Fees charged for financial planning services on a fixed basis generally range from as little as $1,000 to as much as $25,000 FWPP may collect a portion of the fee upfront, with the remaining portion due upon the delivery of the financial plan to you.”
Annual fee
$1,000/yr
“Flat fees may range from $1,000 annually for the small plan market up to $250,000 in the large plan market, especially if expansive services or complex and extenuating circumstances exist.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Family Wealth Planning Partners bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Fees that are calculated as a percentage of AUM are generally charged monthly in arrears based upon the average daily balance of the AUM, including on money market and other cash equivalent assets, during the relevant billing period.”
  • “You can also choose to pay the financial planning fee by debit or credit card.”
  • “Unlike the general billing approach, Plans are billed differently.”

How Family Wealth Planning Partners’ fees compare

  • Its flat or project fee of $1,000 is below the Kentucky median of $3,000. 18% of the 33 other Kentucky planners that publish a flat or project fee charge less.
  • 2 of the 10 other planners in Louisville that publish a flat or project fee charge less.
  • Its annual fee of $1,000 is below the Kentucky median of $5,000. None of the 13 other Kentucky planners that publish an annual fee charge less.
  • None of the 5 other planners in Louisville that publish an annual fee charge less.

About Family Wealth Planning Partners

  • Firm size: 8 employees.
  • Credentials named in the brochure: CFP® and ChFC®.
  • Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2% a year
Clients
1,141
Employees
8
Works with
Individuals, high net worth individuals, pension and profit sharing plans, and other
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
Assets managed
$317,374,188
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
323656
Website
fwppartners.com (opens in new tab)
Phone
(502) 200-5210

Can advise clients in 4 states: Indiana, Kentucky, Louisiana, Texas

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