FR Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$117,290,207
Clients
120
Advisors
2
of 2 employees
About
FR Financial Advisors LLC provides investment management, retirement-plan advisory, financial planning, and consulting to individuals, trusts, small businesses, and participant-directed retirement plans. The firm also operates as a licensed insurance agency and offers life, long-term care, disability, fixed annuity products and life settlements, which are sold by its licensed employees.
The firm follows a passive, asset-class oriented investment philosophy, constructing diversified portfolios principally with Dimensional Fund Advisors mutual funds and ETFs, and implementing written investment policy statements and model portfolios informed by Monte Carlo analysis. FR Financial Advisors manages discretionary accounts, continuously monitors asset allocation and portfolio holdings, and uses a third-party manager and back‑office provider for fixed‑income management and trade processing.
Distinctive features include an affiliation with an accounting firm, ForrestRobinson, PLLC, with reciprocal recommendations between the entities (no referral fees), which can support coordinated tax and accounting work alongside investment advice. The firm’s role as an insurance broker and the receipt of customary commissions on insurance and annuity sales is an additional uncommon characteristic that clients should note as a potential conflict of interest when such products are recommended.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees typically ranging from $1,200 to $5,000
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $20,000,000: 0.50% $20,000,001+: 0.40%
$150-$250 per hour for financial planning and consulting services
Account minimum: $300,000 Minimum fee: $3,000.00 minimum annual fee Fee-only: Financial planning fees charged hourly at $150-$250 per hour, or fixed fees ranging from $1,200 to $5,000; consulting fees $150-$250 per hour
Main office
5521 University Drive, Suite 104
Coral Springs FL 33067
Advisors at this office
2
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Allen F
PFS™, Series 66
Coral Springs, FL
FR Financial Advisors LLC
Allen Forrest is a financial advisor at FR Financial Advisors LLC with 21 years of industry experience. He holds the PFS™ designation and Series 66 license. Forrest is also a partner in the accounting firm Forrest Robinson, PLLC. FR Financial Advisors manages discretionary portfolios for individuals, retirement plans, trusts, and small businesses, utilizing a long-term, asset-allocation approach with passive mutual funds and ETFs, alongside conservative fixed-income holdings. The firm integrates investment management with financial planning and insurance product sales, supported by its affiliation with an accounting practice and a licensed insurance agency.
Beverly P
CFP®, Series 66
Coral Springs, FL
FR Financial Advisors LLC
Beverly Provost is a CFP® and holds a Series 66 license, with 15 years of experience in the financial services industry. She has been with FR Financial Advisors LLC since 2016. In addition to her advisory role, she is also a licensed insurance agent specializing in fixed life, disability, long-term care, health, group benefits, and fixed annuities. FR Financial Advisors LLC manages discretionary portfolios for individuals, qualified retirement plans, trusts, and small businesses. The firm employs a long-term, asset-allocation strategy using passively managed mutual funds and ETFs, and offers financial planning, retirement plan consulting, and insurance product sales.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")