Brian W Ramsey

CFP · ChFC

Family Wealth Planning Partners

21 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Family Wealth Planning Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

795 clients

Average Client Portfolio

$394K average

Assets Under Management

$313.5M

Fee Structure

Minimum Investment:$100K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	1.65%
$500K - $1000K	1.35%
$1M+	1.00%

Fees may be negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

9200 Shelbyville Rd, Suite 103, Louisville, KY, 40222

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Employment Separation After Allegations

May 2013

View Full SEC Report How to Read Disclosures

Other 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.