CV
CV

Christopher Andrew Vaughn

11 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
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 ManagementAnnual Fee
Up to $500K1.65%
$500K - $1000K1.35%
$1M+1.00%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christopher is involved with FWPP Insurance LLC, providing insurance services. This takes nearly a full-time commitment and is contemporaneous with his advisory role at FWPP.

Employment History
Current Registrations
Family Wealth Planning Partners
December 2022 - Present · 3 yrs 2 mos
Previous Registrations
Ifp Securities, LLCBroker
June 2019 - March 2023 · 3 yrs 9 mos
Independent Financial Partners
June 2019 - March 2023 · 3 yrs 9 mos
Thrivent Investment Management INC.
May 2018 - June 2019 · 1 yr 1 mo
Thrivent Investment Management INC.Broker
June 2017 - June 2019 · 2 yrs
Foresters Financial Services, INC.Broker
October 2014 - June 2017 · 2 yrs 8 mos
State Registrations2 states
INKY
Advisor
Exams
No exam information available for this advisor.
Christopher Andrew Vaughn - Financial Advisor | TrueAdvisor