Ella Anderson
Family Wealth Partners · Matthews, North Carolina
Ella Anderson is a fee-only financial advisor at Family Wealth Partners in Matthews, North Carolina. Ella 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 |
| SEC registration | Investment adviser representative in NC · CRD 8355243 |
| Exams passed | Series 65 (2026) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.fwpnc.com |
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Questions about Ella
Is Ella Anderson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ella 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 Ella charge for financial advice?
Ella's firm, Family Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Ella work with clients virtually?
Yes. Family Wealth Partners says on its website that it works with clients remotely.
Where is Ella Anderson based?
Ella Anderson is based in Matthews, North Carolina.
What does Ella specialize in?
Ella's specialties include retirement planning, tax planning and family wealth transfer. Ella works with executives and high earners.
Is Ella Anderson registered with the SEC?
Yes. Ella Anderson is registered as an investment adviser representative in NC (CRD 8355243), 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 Ella Anderson?
Through Ella'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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