A complete list of active advisors currently associated with Fragasso Financial Advisors

Warmer can help you find a great advisor at Fragasso Financial Advisors or one who fits your needs even better.

Fragasso Financial Advisors serves individual investors (including high‑net‑worth households), retirement plan sponsors, trusts, foundations and other institutions through discretionary asset management and a range of advisory services. The firm offers program accounts, retirement plan consulting, retirement‑asset modeling and one‑off investment advice, and generally requires minimum household investable assets (typically $250,000) or plan minimums (typically $500,000) for certain services. The firm’s portfolio management group builds diversified, global asset‑allocation models tailored to client objectives and rebalances and stress‑tests portfolios on a regular basis; investments may include institutional mutual funds, ETFs, alternative investments, structured products, REITs, individual equities and options strategies. Fragasso uses fundamental analysis and may recommend or monitor third‑party sub‑advisors, while acknowledging fiduciary standards for retirement plan work and providing ongoing performance reporting and client review meetings. Compared with many peers, Fragasso discloses a closer linkage between financial advice and accounting expertise: certain advisory representatives are licensed CPAs who provide accounting services separate from Firm advisory services, and the brochure describes procedures to address that conflict. The firm also highlights its participation in third‑party referral and support arrangements (for example, the Schwab Advisor Network and related services and participation fees), and notes an employee stock‑ownership structure and multiple business names used for specialized retirement and nonprofit advisory lines.

To learn more about the advisors currently working at Fragasso Financial 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 Financial Advisors's office locations.