# Family Investment Planning

Family Investment Planning is a Multi Family Office based in Elm Grove, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Elm Grove, United States
- **Region:** North America
- **Address:** Reading, PA, United States
- **Assets under management:** ~$185M (Altss estimate, per SEC IAPD, 2026)
- **Website:** familyinvestmentplanning.com

## Regulatory record

- **CRD number:** 156132
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/156132

## About

Family Investment Planning LLC provides hourly fee-based financial advice. Kurt Mueller is a Certified Financial Planner Practitioner who founded the independent practice to be free of conflict of interest. The firm works with individuals and couples on retirement capital needs analysis, investment analysis and recommendations, and plans for competing objectives such as college funding versus retirement. There are no minimum fees or asset requirements; work is billed at $225 per hour.

## Sectors

- Wealth Management
- Retail Financial Services

## People

- John A. Quattrocchi — Founder & President

## Related profiles

- [FAM Capital Partners](https://altss.com/profile/fam-capital-partners)
- [Fieldsong Investments](https://altss.com/profile/fieldsong-investments-llc)

---

Last updated: 2026-08-11T15:06:42.396Z

Canonical page: https://altss.com/profile/family-investment-planning-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology
