Thomas Dundorf
Thomas Dundorf is a CFP-designated registered investment advisor at Family Wealth Partners, LLC, based in Matthews, NC, with 35 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 266 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
2518 Plantation Center Drive, Matthews, NC, 28105
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas is the sole member of FWP RE & FS, LLC, a real estate rental business, but spends no time on it. Thomas is also an independent registered insurance agent.
Employment History
Current Registrations
Family Wealth Partners, LLC
Previous Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Efficient Advisors
Purshe Kaplan Sterling InvestmentsBroker
Family Wealth Partners
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Uvest Financial Services Group, INC.
Uvest Financial Services And/or Compass Capital
Uvest Financial Services Group, INC.Broker
MML Investors Services, INC.
MML Investors Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.