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FAMILY WEALTH PARTNERS, LLC

Financial Advisor serving Matthews, North Carolina · 1 of 3 financial advisors in the area

📍 2518 PLANTATION CENTER DRIVE, Matthews, North Carolina
📞 (704) 321-••••
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📍 2518 PLANTATION CENTER DRIVE, Matthews, North Carolina

About FAMILY WEALTH PARTNERS, LLC

FAMILY WEALTH PARTNERS, LLC is a financial advisor located in Matthews, North Carolina. As a local financial advisor, they serve Matthews and surrounding communities in North Carolina. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Matthews should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the North Carolina securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Matthews

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Matthews may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Matthews

✓ Check online reviews and ratings before hiring
✓ Get multiple quotes to compare pricing
✓ Verify licensing and insurance
✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Matthews?
Financial Advisors in Matthews typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Matthews?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 3 financial advisors in Matthews to choose from.
Does FAMILY WEALTH PARTNERS, LLC offer free quotes?
Contact FAMILY WEALTH PARTNERS, LLC directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Matthews

SAPERE WEALTH MANAGEMENT, LLC

130 MATTHEWS STATION ST., MATTHEWS, NC 28105

TASSEL CAPITAL MANAGEMENT, INC

1220 MANN DRIVE, MATTHEWS, NC 28105

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