A complete list of active advisors currently associated with Fragasso Wealth Advisors
Warmer can help you find a great advisor at Fragasso Wealth Advisors or one who fits your needs even better.
Fragasso Wealth Advisors serves individuals, trusts, corporations and institutional clients including retirement plan sponsors, municipal pension plans, foundations and charitable institutions, managing roughly $3 billion in client assets. The firm offers discretionary asset management, comprehensive financial planning, retirement plan consulting, retirement-asset modeling and other advisory services for both individual and plan clients. Its investment process is built around a diversified global asset-allocation model managed by an in-house portfolio management team that selects institutional no-load mutual funds, ETFs, alternatives, individual securities and options, stress-tests portfolios, and rebalances quarterly while considering tax implications. Fragasso provides both discretionary program management and non-discretionary retirement-account advice, and it may recommend or delegate to third‑party portfolio managers while retaining oversight and acting as a client contact. The brochure discloses several less-common features: multiple advisory representatives are licensed CPAs who provide accounting services separate from Fragasso’s advisory business, the firm is majority‑owned through an Employee Stock Ownership Trust, and it participates in custodial referral programs (including the Schwab Advisor Network) while also noting it advertises third‑party ratings. The firm also recently reported a change removing its advisory representatives’ roles as registered representatives of a broker/dealer, and its disclosures emphasize how these affiliations and benefits are managed and disclosed to address potential conflicts of interest.
To learn more about the advisors currently working at Fragasso Wealth Advisors, 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.
You can also browse Fragasso Wealth Advisors's office locations.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)