A complete list of active advisors currently associated with FRA Wealth Management LLC

Warmer can help you find a great advisor at FRA Wealth Management LLC or one who fits your needs even better.

FRA Wealth Management LLC provides investment advisory and financial planning services to individuals (including high-net-worth clients), corporations, and trusts, offering both discretionary and nondiscretionary portfolio management as well as modular and comprehensive financial planning. The firm reports managing approximately $112.8 million in client assets and serves about 910 client relationships. The firm uses an open‑architecture investment approach that combines passive and active managers, asset allocation and asset‑location analysis, Monte Carlo risk modeling, and behavioral considerations to align portfolios with client risk profiles and objectives. FRA may implement strategies directly or by engaging third‑party managers and a turnkey asset management program for portions of client accounts. FRA is affiliated with a trust company and an insurance company and is owned by a trust holding, an arrangement that is uncommon among comparable team firms and that links its advisory services with related trust and insurance activities conducted by affiliated entities. The firm also operates with a relatively high client‑to‑advisor ratio—serving roughly 910 clients with a small advisory team—resulting in a higher average client load per advisor than is typical for peers.

To learn more about the advisors currently working at FRA Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.