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Eric Douglas

Family Wealth Planning Partners

9200 Shelbyville Road Ste 103

Louisville, KY 40222

502-200-5210

About Family Wealth Planning Partners

Planning for your future has never been more meaningful. We're an innovative firm helping families create tailored financial plans.

Making informed decisions requires a look at the big picture. We parter with clients regarding their financial goals to provide them a bird's-eye view of their wealth's potential.

Educated families make better decisions which can lead to greater results.

General Information

Firm Start Year

2015

No.of Employees

5-9

CRD#

5561316

Firm CRD#

125112

Insurance License#

11208114

Name of Broker/Dealer

Independent Financial Partners

Name of Custodial Firm

Charles Schwab, TD Ameritrade, Pershing

Years of Experience in Financial Services

14

Number of Years with Current Firm

4

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Risk Management, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers

Services

Investment Types

Alternative Investments, Mutual Funds, Bonds, Stocks, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Can meet clients in the following ways

Via Email, Via Phone, Our Offices, Our Office, Video Conference

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, AIF®, CLTC®

Securities Licenses

Series 6, Series 7, Series 26, Series 63, Series 65, Series 66

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability

Firm Information

Assets Managed by Firm

$130,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Flat Fee

Disclaimer

Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Family Wealth Planning Partners are not affiliated.