James M Jones

Family Wealth Planning Partners

19 Years of Experience

4 DisclosuresSells 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 (4)

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.

Customer Dispute

August 2023

Pending

Customer Dispute

April 2022

Pending

Customer Dispute

January 2022

Settled

Regulatory

February 2008

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

James is an insurance agent for various carriers, spending about 10-20% of his time on this activity. He is also the President of Perpetual Wealth Management, LLC, used for bookkeeping and marketing, and owns rental property, requiring minimal time.