Family Wealth Partners LLC

Item 5: Fees and Compensation
  A.​ Adviser is compensated for its advisory services primarily by fees charged based on a client’s
      assets under management with Adviser. Asset-based fees typically range from 0.50% to 1.75%
      per year pursuant to a ‘tiered’ or ‘blended’ fee schedule, which means that different annual fee
      percentages will apply to different ranges of client assets under Adviser’s management.
      Asset-based fees are deducted in advance on a quarterly basis from clients’ assets and based
      upon the market value of such assets managed by Adviser as of the last day of the prior calendar
      quarter. Cash is included in the assets upon which fees are assessed.​
      ​
      For clients that do not wish to engage Adviser to provide ongoing portfolio management or
      advisory services, Adviser alternatively offers financial planning and/or financial consulting
      services on a flat fee or hourly basis. Flat fees generally range from $2,500 to $15,000. Half of
      the flat fee is due upfront, and the second half is due upon delivery of the financial plan (with the
      exception of the flat fee for estate plan coordination services, which is charged in full upon
      Adviser’s establishment of Client’s access to the Estate Planning Platform).​
      ​
      Hourly fees generally equal $200 per hour, payable upon receipt of the invoice, which are
      typically presented monthly in arrears.​
      ​
      Pension consulting services fees will be negotiated with the plan sponsor or named fiduciary on a
      case-by-case basis. Asset-based fees for pension consulting services do not exceed 2.00% per
      year.​
      ​
      The flat fee for estate plan coordination services will not exceed $500.​
      ​
      Our fees and fee ranges as set forth herein reflect the typical fees we charge to clients; however,
      the specific fees charged to a particular client will vary from client to client. Each client should
      review the services agreement signed with us for the fees that will be charged and how fees will
      be payable. Our fees may vary from client to client due to historical or ‘grandfathered’ fee
      schedules that are no longer offered, the nature and scope of the services to be provided to the
      client, personal or familial relationships with the client, and other factors that we deem relevant.
      Fees are negotiable.​

  B.​ In addition to the fees charged by Adviser, clients will incur brokerage and other transaction costs.
      Please refer to Item 12: Brokerage Practices, for further information on such brokerage and other
      transaction-related practices. Clients will also typically incur additional fees and expenses
      imposed by independent and unaffiliated third-parties, which can include qualified custodian fees,
      mutual fund or exchange traded fund fees and expenses, mark-ups and mark-downs, spreads
      paid to market makers, wire transfer fees, check-writing fees, early-redemption charges, certain
      deferred sales charges on previously-purchased mutual funds, margin fees, charges or interest,
      IRA and qualified retirement plan fees, and other fees and taxes on brokerage accounts and
      securities transactions. These additional charges are separate and apart from the fees charged
      by Adviser.​
      ​
      To the extent a Third-Party Adviser is recommended or retained on behalf of a client, the
      Third-Party Adviser’s fee is either payable by Adviser or will be payable by the client (depending
      on the Third-Party Adviser). To the extent a Third-Party Adviser’s fee is payable by the client,
      such fee is in addition to the fee charged by Adviser and will be separately disclosed to the client
      in writing. As of the date of this brochure, the additional annual asset-based fee charged by a
      Third-Party Adviser and payable directly by the client can range from 0.225% to 1.25% of the
      assets designated to be under the management of the Third-Party Adviser.

  C.​ Initial fees are prorated through the date that an account was first opened and designated to be
      under Adviser’s management. If Adviser or client terminates the advisory agreement before the

                                       Date of Brochure: May 11, 2026

    end of a quarterly billing period, Adviser’s fees will be prorated through the effective date of the
    termination. The pro rata fees for the remainder of the quarterly billing period after the termination
    will be refunded to the client.

D.​ Thomas Dundorf is a licensed insurance agent and from time to time will earn an ordinary and
    customary commission from the sale of an insurance product in such capacity. This creates a
    conflict of interest, because Thomas Dundorf has the potential to earn both an insurance
    commission and advisory fee revenue from a client. Thomas Dundorf addresses this conflict of
    interest by fully disclosing his relationship with the applicable insurance provider, and informing
    clients that they are under no obligation to purchase an insurance product through him.

                                     Date of Brochure: May 11, 2026

Item 7: Types of Clients
Adviser generally provides its services to individuals, high-net-worth individuals, business entities,
charitable organizations, and pension profit sharing plans. Adviser does not require a minimum account
value to open or maintain an account; however, Adviser has the right to terminate a client relationship if
the client’s account falls below a minimum size which, in Adviser’s sole opinion, is too small to manage
effectively. Please note that the Third-Party Advisers retained by Adviser may separately impose
minimum account value requirements.

                                        Date of Brochure: May 11, 2026