Brian Ramsey
Brian Ramsey is a CFP, ChFC-designated registered investment advisor at Family Wealth Planning Partners, based in Louisville, KY, with 21 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 739 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.65% |
| $500K - $1000K | 1.35% |
| $1M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
9200 Shelbyville Rd, Suite 103, Louisville, KY, 40222
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2013Other Business ActivitiesSells Insurance
Brian provides insurance services through FWPP Insurance LLC, a licensed insurance business, dedicating nearly full-time hours to this activity. This is contemporaneous with providing advice through FWPP.
Employment History
Current Registrations
Family Wealth Planning Partners
Previous Registrations
Ifp Securities, LLCBroker
Independent Financial Partners
Mwm Advisory
LPL Financial LLCBroker
LPL Financial LLC
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.