Family Wealth Partners

Family Wealth Partners (CRD# 121030) is a financial advisory firm headquartered in Matthews, NC. They serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, NJ, SC

Financial Advisors at Family Wealth Partners
Showing 1 - 3 of 3 top financial advisors.
1
Thomas E. Dundorf
CRD#: 2080469
2518-b Plantation Center Drive, Matthews, NC 28105
96
Wealthminder
score

Thomas Dundorf (CRD# 2080469) is an Investment Advisor Representative working at Family Wealth Partners in Matthews, NC and has over 26 years of experience in the finance industry. Thomas Dundorf has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Nathan A. Fulks
CRD#: 6338435
2518-b Plantation Center Drive, Matthews, NC 28105
90
Wealthminder
score

Nathan Fulks (CRD# 6338435) is an Investment Advisor Representative working at Family Wealth Partners in Matthews, NC and has 1 year of experience in the finance industry.

3
Justin J. Sheik
CRD#: 5955429
2518-b Plantation Center Drive, Matthews, NC 28105
90
Wealthminder
score

Justin Sheik (CRD# 5955429) is an Investment Advisor Representative working at Family Wealth Partners in Matthews, NC and has over 5 years of experience in the finance industry.

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