Aaron Michael Mcandrew
Investment adviser representative at Family Wealth Planning Partners
16 yearsExperience
3 statesRegistered in
$317.4MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Fwpp Insurance LLCJun 2023 to now
- Family Wealth Planning PartnersDec 2022 to now
- Ifp Securites, LLCMar 2021 to now
- Capital AnalystsJan 2018 to now
- Mcandrew EnterprisesAug 2010 to now
- Independent Financial PartnersMar 2021 to Dec 2022
- Shepherd Financial Investment Advisory LLCMar 2018 to Mar 2021
- Lincoln InvestmentJan 2018 to Mar 2021
- Parkland SecuritiesJun 2016 to Jan 2018
- Bellamine UniversityAug 2010 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 3 states (IN, KY, TX).
Family Wealth Planning Partners
Legal name: Family Wealth Planning Partners LLC
$317.4MAssets managed
1,466Clients
4Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6582561
- Firm CRD
- 323656