Brian Baum
Family Wealth Partners · Matthews, North Carolina
Brian Baum is a fee-only financial advisor at Family Wealth Partners in Matthews, North Carolina, who holds the CFP credential. Brian focuses on retirement planning, tax planning and family wealth transfer. Family Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- High earners
Facts
| Firm | Family Wealth Partners |
|---|---|
| Based in | Matthews, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $392.4M across 1,020 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 6772725 |
| Exams passed | Series 63 (2017) · Series 65 (2018) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.fwpnc.com |
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Questions about Brian
Is Brian Baum a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Family Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Family Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Brian work with clients virtually?
Yes. Family Wealth Partners says on its website that it works with clients remotely.
Where is Brian Baum based?
Brian Baum is based in Matthews, North Carolina.
What does Brian specialize in?
Brian's specialties include retirement planning, tax planning and family wealth transfer. Brian works with executives and high earners.
What credentials does Brian Baum hold?
Brian Baum holds the CFP credential.
Is Brian Baum registered with the SEC?
Yes. Brian Baum is registered as an investment adviser representative in NC (CRD 6772725), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Family Wealth Partners manage?
Family Wealth Partners reports $392.4M across 1,020 accounts in assets under management.
How do I contact Brian Baum?
Through Brian's website, www.fwpnc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Family Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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