Blake
Hedrick
Family Wealth Partners, LLC
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About this Advisor
Blake Hedrick is a certified financial planner based in Matthews, North Carolina who has 1 year of industry experience. Hedrick works at Family Wealth Partners, LLC. Hedrick has gained experience at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Cheddar'S Casual Cafe, Dixon Hughes Goodman Wealth Advisors, Cross Training Couture, Liberty University, Lpl Financial, LLC, Independent Advisor Alliance and Family Wealth Partners, LLC. Hedrick holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in North Carolina. Family Wealth Partners, LLC is a financial advisory company headquartered in Matthews, NC. It handles $159 million in assets across its 655 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm provides services to two charitable organizations. Of its 655 accounts, 22% belong to high-net-worth investors who have more than $1 million in assets available to invest. The firm offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial advisory fees typically vary depending on which service is provided. Fees charged by Family Wealth Partners, LLC can be comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Family Wealth Partners, LLC Brokerage Details
$159,388,568
7
655
$243,341
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Blake Hedrick Work History
Blake has been registered as a financial advisor for 1 years.*
Family Wealth Partners, LLC
Lpl Financial, LLC
Independent Advisor Alliance
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Dixon Hughes Goodman Wealth Advisors
Cross Training Couture
Cheddar'S Casual Cafe
Liberty University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Blake Hedrick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Family Wealth Partners, LLC
Matthews, NC
Matthews, NC
Matthews, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
