Thomas Edward Dundorf

Employer firm

Family Wealth Partners, LLC CRD 317764

$392M regulatory AUM 17 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• ADVISORY CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2006 → 01/2022
  Family Wealth Counselors Of The Carolinas
  Charlotte, NC
• 03/2005 → 01/2022
  Family Wealth Partners Inc
  Matthews, NC
• 02/2016 → 09/2016
  Efficient Advisors, Llc
  Philadelphia, PA
• 09/2016 → 01/2022
  Lpl Financial, Llc
  Matthews, NC
• 09/2016 → 01/2022
  Independent Advisor Alliance, Llc
  Charlotte, NC
• 01/2022 → Present
  Family Wealth Partners, Llc
  Salem, SC
• 01/2003 → Present
  Family Wealth Partners, Llc
  Salem, SC

Previous Registrations

• 2016-02-10 → 2025-08-21
  Efficient Advisors
  Matthews, NC
  Mason, OH
• 2016-09-28 → 2022-01-26
  Independent Advisor Alliance, Llc
  Matthews, NC
• 2010-01-11 → 2016-09-28
  Family Wealth Partners
  Matthews, NC
• 2005-01-20 → 2009-11-18
  Uvest Financial Services Group, Inc.
  Matthews, NC
  Charlotte, NC
  Matthews, NC
• 2000-12-31 → 2005-01-20
  Mml Investors Services, Llc
  Matthews, NC
• 2005-01-20 → 2005-01-20
  Uvest Financial Services Group, Inc.
  Matthews, NC

Other Businesses

(1) FWP RE & FS, LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start 08/29/2016 - No Time Spent - Sole member of LLC (2) Independent Registered Insurance Agent - Investment Related - At Reported Business Location(s).

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-15
• S63 Uniform Securities Agent State Law Examination
  1990-08-23

Designations

• Certified Financial Planner

Other Names

• Thomas E Dundorf