Family Wealth Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 51–100 clients last fiscal year.
Family Wealth Partners reports 266 clients. They include 206 individual clients and 60 high-net-worth individuals. Of its assets, 100.0% ($392M across 1,020 accounts) are managed with discretion. It advised 17 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 77% | 17% |
| High-net-worth individuals | 23% | 76% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | Fewer than 5 | 6% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 206 | $65.1M | 16.6% | $316K |
| High-net-worth individuals | 60 | $299M | 76.2% | $4.98M |
| Pension and profit-sharing plans | Fewer than 5 | $1.41M | 0.4% | — |
| Charitable organizations | Fewer than 5 | $24.5M | 6.2% | — |
| Corporations and other businesses | Fewer than 5 | $2.42M | 0.6% | — |
| Total | 266 | $392M | 100% | — |
- Clients
- 206
- Regulatory AUM
- $65.1M
- AUM share
- 16.6%
- Avg. per client
- $316K
- Clients
- 60
- Regulatory AUM
- $299M
- AUM share
- 76.2%
- Avg. per client
- $4.98M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.41M
- AUM share
- 0.4%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $24.5M
- AUM share
- 6.2%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $2.42M
- AUM share
- 0.6%
- Avg. per client
- —
Total
- Clients
- 266
- Regulatory AUM
- $392M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 17
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Family Wealth Partners charges 0.50%–1.75% a year for its Asset-Based Fees. The fee is billed in advance. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Estate Plan Coordination
- Flat fee for estate plan coordination services, not to exceed $500.
- Financial Planning and Consulting
- Stand-alone planning or consulting: flat fees generally $2,500 to $15,000, or $200 an hour billed monthly in arrears.
- Pension Consulting
- Asset-based pension consulting fees, negotiated with the plan sponsor, do not exceed 2.00% a year.
Thomas Dundorf owns 50% to 75% of Family Wealth Partners. The leadership team of Family Wealth Partners includes Chief Compliance Officer Robert Dye. It has 11 employees, 6 of them in advisory roles.
Leadership
- Robert DyeChief Compliance Officer, Managing Member, Stewardship Coach
- Thomas DundorfFounding Member, Stewardship Coach
- Nathan FulksManaging Member, Stewardship Coach
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
- Brian Matthew Baum
- Thomas Edward Dundorf
- Robert Samuel Dye
- Nathan Aaron Fulks
- Blake Lee Hedrick
- Ryan R Knight
Staff
- 11 employees
- 6 in advisory functions
- 6 state-registered reps
- 1 insurance agent
- 1 soliciting firm
- Owns 50% to 75% of Family Wealth Partners, LLC
Thomas Dundorf
Control person · since January 2003
- Owns 10% to 25% of Family Wealth Partners, LLC
Robert Dye
Control person · since January 2019
- Owns 10% to 25% of Family Wealth Partners, LLC
Nathan Fulks
Control person · since January 2019
Family Wealth Partners’ regulatory assets grew 3.0× from $131M (May 2022) to $392M (May 2026); clients rose from 146 to 266 and employees from 8 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $392M | 266 | 11 | 1 |
| April 2025 | $312M | 244 | 9 | 1 |
| May 2024 | $210M | 213 | 10 | 1 |
| June 2023 | $159M | 182 | 7 | 1 |
| May 2022 | $131M | 146 | 8 | 1 |
Besides its headquarters, Family Wealth Partners has 0 offices, with 1 listed address in North Carolina.
North Carolina · 1 listed address
- 2518 Plantation Center Drive, MatthewsHQ
Contact and registration details
- Legal name
- Family Wealth Partners, LLC
- Headquarters
- 2518 Plantation Center Drive, Matthews, NC 28105
- Website
- fwpnc.com
- Phone
- 704-321-0152
- @69389212
- SEC file
- 801-123089
- Founded
- 2022
- Structure
- North Carolina LLC
- Fiscal year end
- December
Family Wealth Partners uses Charles Schwab ($389M) as custodian for its separately managed accounts. Family Wealth Partners does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $389M100%
At year end, Family Wealth Partners’ separately managed accounts were mostly in funds (91%). Its reported 13F holdings for the quarter ended 30 June 2026 total $326M across 109 positions; the largest are iShares TR (15.8%), Lpl Finl Hldgs Inc. (6.0%) and Vanguard Scottsdale Fds (5.9%).
What the accounts hold
- Stocks6%
- Exchange-traded equities4%
- Non-exchange-traded equities2%
- Funds91%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash1%
Reported 13F holdings
- $326M
- Reported 13F value
- 109
- Positions
- 56.0%
- In the 10 largest
- +11.3%
- Value vs. prior quarter
- iShares TR · Core S&P Ttl Stk15.8%
- Lpl Finl Hldgs Inc.6.0%
- Vanguard Scottsdale Fds · Inter Term Treas5.9%
- Dimensional ETF Trust · Emerging Mkts CO4.4%
- American Centy ETF TR · Intl Smcp Vlu4.3%
- American Centy ETF TR · US Sml CP Valu4.2%
- Dimensional ETF Trust · US High Prof ETF4.1%
- Dimensional ETF Trust · Intl High Profit4.0%
- iShares TR · Core MSCI Intl3.9%
- Vanguard Index Fds · SM CP Val ETF3.5%
Together, the ten largest are 56.0% of reported value.
How many clients does Family Wealth Partners have?
Family Wealth Partners has 266 clients and manages $392 million for them, as of May 2026. They include 206 individual clients and 60 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 May 2026
What services does Family Wealth Partners offer?
Family Wealth Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Family Wealth Partners charge?
Family Wealth Partners charges 0.50%–1.75% a year for its Asset-Based Fees. The fee is billed in advance.
Source: 2026-05-11 FAMILY WEALTH PARTNERS FORM ADV PART 2A, filed 11 May 2026
Which custodians does Family Wealth Partners use?
Family Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $389M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 May 2026
How many financial advisors does Family Wealth Partners have?
Family Wealth Partners has 6 investment adviser representatives registered with state securities authorities, out of 11 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Family Wealth Partners invest in?
At the end of its last fiscal year, Family Wealth Partners’ separately managed accounts held 91% registered funds (mutual funds, ETFs, BDCs), 4% exchange-traded equities, 2% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Family Wealth Partners?
Family Wealth Partners’ direct owners are Thomas Dundorf (50% to 75%), Robert Dye (10% to 25%) and Nathan Fulks (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 11 May 2026
How does Family Wealth Partners get paid?
Family Wealth Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Family Wealth Partners registered with the SEC?
Yes, Family Wealth Partners has been registered with the SEC as an investment adviser since 21 January 2022. Its CRD number is 317764 and its SEC file number is 801-123089.
Source: Form ADV Part 1A, Item 1, filed 11 May 2026; IAPD firm record
How do I contact Family Wealth Partners?
Family Wealth Partners’ main office is at 2518 Plantation Center Drive, Matthews, NC 28105. Its phone number is 704-321-0152. Its website is fwpnc.com.