Blake
Hedrick

Family Wealth Partners, LLC

CRD#6569940
Investment Advisor
in Matthews, NC

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About this Advisor

Blake Hedrick is a financial advisor based in Matthews, North Carolina, working with Family Wealth Partners, LLC. Blake has previously held positions 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. Blake has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Blake is part of Family Wealth Partners, LLC, which operates out of Matthews, North Carolina. The firm has 10 employees and manages assets totaling $210.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Family Wealth Partners, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2518 Plantation Center Drive
Matthews, NC 28105

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Family Wealth Partners, LLC Brokerage Details

Total Assets Under Management

$210,351,313

NC Average: $3,625,019,099
Total Number of Employees

10

NC Average: 22
Total Number of Accounts

733

NC Average: 1,917
Average Account Size

$286,973

NC Average: $1,890,985

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

2022 - Present (3 years)

Family Wealth Partners, LLC

2020 - 2022 (2 years)

Lpl Financial, LLC

2020 - 2022 (2 years)

Independent Advisor Alliance

2015 - 2020 (5 years)

Tiaa

2015 - 2020 (5 years)

Tiaa-Cref Individual & Institutional Services, LLC

2014 - 2014 (< 1 year)

Dixon Hughes Goodman Wealth Advisors

2014 - 2014 (< 1 year)

Cross Training Couture

2011 - 2014 (3 years)

Cheddar'S Casual Cafe

2011 - 2015 (4 years)

Liberty University

Created with Highcharts 6.0.7

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

Ryan Knight
Matthews, NC
Robert Dye
Matthews, NC
Isaac Caldwell
Matthews, NC
Blake Hedrick
Matthews, NC
Brian Baum
Matthews, NC

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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.

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