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The fee is billed in advance.","source":"2026-05-11 FAMILY WEALTH PARTNERS FORM ADV PART 2A, filed 11 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Family Wealth Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Family Wealth Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Family Wealth Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Family Wealth Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Family Wealth Partners get paid?","answer":"Family Wealth Partners is paid through a percentage of assets under management, hourly charges and fixed fees. 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