Family Wealth Partners, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Half of the flat fee is due upfront, and the second half is due upon delivery of the financial plan (with the exception of the flat fee for estate plan coordination services, which is charged in full upon Adviser’s establishment of Client’s access to the Estate Planning Platform).​ ​ Hourly fees generally equal…”

Flat or project fee

$2,500⁠-⁠$15,000

“Flat fees generally range from $2,500 to $15,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Family Wealth Partners, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Asset-based fees are deducted in advance on a quarterly basis from clients’ assets and based upon the market value of such assets managed by Adviser as of the last day of the prior calendar quarter.”
• “Each client should review the services agreement signed with us for the fees that will be charged and how fees will be payable.”
• “To the extent a Third-Party Adviser’s fee is payable by the client, such fee is in addition to the fee charged by Adviser and will be separately disclosed to the client in writing.”

How Family Wealth Partners, LLC’s fees compare

• Its hourly rate of $200 is below the North Carolina median of $300. 12% of the 177 other North Carolina planners that publish an hourly rate charge less.
• None of the 2 other planners in Matthews that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$15,000 spans the North Carolina median of $4,800. 76% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Matthews that publish a flat or project fee charge less.

About Family Wealth Partners, LLC

• Firm size: 11 employees.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Insurance analysis
• Cash flow and budgeting
• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

266

Employees

11

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services

Assets managed

$392,445,796

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

317764

Website

fwpnc.com (opens in new tab)

Phone

(704) 321-0152

Can advise clients in 7 states: Georgia, North Carolina, New Jersey, New York, Pennsylvania, South Carolina, Texas

Other planners in Matthews that publish fees

• Alluvial Wealth ManagementMatthews$700
• Kubitree LLCMatthews$500
• Sapere Wealth Management, LLCMatthews$125⁠-⁠$500/hr, $1,000⁠-⁠$15,000
• Telos Wealth AdvisorsMatthews$300/hr

Compare all 7 planners in Matthews