Thomas
Dundorf
Efficient Advisors
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About this Advisor
Thomas Dundorf is a financial advisor based in Matthews, North Carolina, working with Efficient Advisors. Thomas has previously held positions at Family Wealth Counselors Of The Carolinas, Purshe Kaplan Sterling, Family Wealth Partners Inc, Efficient Advisors, LLC, Lpl Financial, LLC, Independent Advisor Alliance, LLC, and Family Wealth Partners, LLC. Thomas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Thomas is part of Efficient Advisors, which operates out of Matthews, North Carolina. The firm has 3 offices and 25 employees. The firm manages assets totaling $2.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Efficient Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Efficient Advisors Brokerage Details
$2,357,579,975
25
15,510
$152,004
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Thomas Dundorf Work History
Family Wealth Partners, LLC
Family Wealth Partners, LLC
Efficient Advisors, LLC
Lpl Financial, LLC
Independent Advisor Alliance, LLC
Purshe Kaplan Sterling
Family Wealth Counselors Of The Carolinas
Family Wealth Partners Inc
Disclosures
Please visit the SEC profile of Thomas Dundorf 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 Efficient Advisors
Mason, OH
Yardley, PA
Matthews, NC
Cincinnati, OH
Scottsdale, AZ
Mason, OH
Durham, NC
Newtown Square, PA
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