Family Wealth Partners Concord, Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$39,048,164
Clients
139
0% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
139
Very HighAverage account size
$280,922
About
Family Wealth Partners Concord, Inc provides individualized investment advisory, financial planning, and wealth coaching to individual clients and businesses. The firm offers fee-based advice and refers clients who want managed asset programs to Matson Money, acting as a co-advisor when those programs are used.
The adviser emphasizes asset allocation and a Free Market Portfolio approach, drawing on Fama & French three‑factor ideas and implementing strategies largely through asset‑class or structured funds (including Matson Money Free Market Funds). Family Wealth Partners Concord, Inc does not accept discretionary trading authority; recommendations require client approval and are documented in an Investment Policy Statement, with custodians providing client account statements.
Distinctive aspects include that all reported advisory assets are managed on a non‑discretionary basis (approximately $39 million as of the brochure date) and the firm does not take custody or vote client proxies. The firm’s principals hold insurance and securities licenses and may recommend or sell life, disability, long‑term care insurance, fixed annuities and non‑traded REITs (which can generate commissions), and the firm also offers seminars and paid wealth‑coaching engagements.
Client services
Financial planning
Selection of other advisers
Investor education
Expertise
Wealth management
ESG / Sustainable investing
Long-term care insurance
Disability insurance
Life insurance needs analysis
Fee options
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.70% $1,000,001 - $4,000,000: 0.50% $4,000,001+: 0.30%
Commissions may be generated on insurance products and other investment products sold by the adviser.
Fee-only: Financial Planning and Wealth Coaching Fees range from $375 to $1,250 per quarter, billed quarterly.
Main office location
Family Wealth Partners Concord, Inc
1028 Lee Ann Drive, Suite 218
Concord NC 28025, United States
Number of offices
1
Most active in
Family Wealth Partners Concord, Inc has reported serving >5 clients in these states in the last 12 months.
North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
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Website
704-782-9064
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