Aaron Mcandrew
Aaron Mcandrew is a registered investment advisor at Family Wealth Planning Partners, based in Louisville, KY, with 10 years of industry experience. Aaron 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
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Aaron is involved in several outside business activities. He provides insurance services through FWPP Insurance LLC (full-time), is Vice President/Head Coach of Louisville Track Club (a few hours per week), is a committee member of the Building Industry Association of Greater Louisville (minimal time), and works as an insurance agent at Logan, Lavelle & Hunt (more than full-time).
Employment History
Current Registrations
Family Wealth Planning Partners
Previous Registrations
Ifp Securities, LLCBroker
Independent Financial Partners
Shepherd Financial Investment Advisory LLC
Lincoln Investment
Capital Analysts
Lincoln InvestmentBroker
Spc
Parkland Securities, LLCBroker
State Registrations3 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.