Wade Tapp
Family Wealth Partners · Matthews, North Carolina
Wade Tapp is a fee-only financial advisor at Family Wealth Partners in Matthews, North Carolina. Wade 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 8357451 |
| Exams passed | Series 65 (2026) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.fwpnc.com |
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Questions about Wade
Is Wade Tapp a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wade 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 Wade charge for financial advice?
Wade's firm, Family Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Wade work with clients virtually?
Yes. Family Wealth Partners says on its website that it works with clients remotely.
Where is Wade Tapp based?
Wade Tapp is based in Matthews, North Carolina.
What does Wade specialize in?
Wade's specialties include retirement planning, tax planning and family wealth transfer. Wade works with executives and high earners.
Is Wade Tapp registered with the SEC?
Yes. Wade Tapp is registered as an investment adviser representative in NC (CRD 8357451), 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 Wade Tapp?
Through Wade'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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