Robert
Dye
Family Wealth Partners, LLC
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About this Advisor
Robert Dye is a certified financial planner working out of Matthews, North Carolina who has 1 year of relevant experience. Dye currently works for Family Wealth Partners, LLC. Their career trajectory has included roles at Liberty University, Home Instead Senior Care, Ubs Financial Services Inc, Lpl Financial, LLC, Independent Advisor Alliance and Family Wealth Partners, LLC. Dye has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in North Carolina. Family Wealth Partners, LLC is a firm that has its headquarters in Matthews, NC. It has $159 million in assets under management among its 655 accounts, placing it among the mid-sized firms in the United States by assets under management. The firm advises two charitable organizations. Of its 655 client accounts, 22% are held by high-net-worth clients who have more than $1 million in investable assets. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors depend on which services the firm provides the client. Fees billed by Family Wealth Partners, LLC can include 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
Robert Dye Work History
Robert has been registered as a financial advisor for 1 years.*
Family Wealth Partners, LLC
Family Wealth Partners, LLC
Lpl Financial, LLC
Independent Advisor Alliance
Ubs Financial Services Inc
Liberty University
Home Instead Senior Care
*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 Robert Dye 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.
