Mc Murray, PA Office

Team
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Fragasso Wealth Advisors

Team

Firm-wide stats for Fragasso Wealth Advisors

Total advisors

25

Across 3 offices

Clients per advisor

83 High

Avg AUM per client

$1,314,543 High

HNW client ratio

37% Typical

About

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.

Based on Fragasso Wealth Advisors

Expertise

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Based on Fragasso Wealth Advisors

Occupation focus

Founder/Business Owner Retired

Based on Fragasso Wealth Advisors

Location

3402 Washington Road, Suite 301

Mc Murray PA 15317

Advisors at this office

7

Advisors at this office

user avatar

Robert F

Series 63, Series 65

McMurray, PA

Fragasso Wealth Advisors

Robert Fragasso is a financial advisor with Fragasso Wealth Advisors in McMurray, PA, holding Series 63 and Series 65 credentials and bringing 54 years of industry experience. He has worked at Fragasso Financial Advisors since 2012 and previously spent 22 years with LPL Financial. Fragasso is also the author of a book on starting an independent advisory practice. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets. The firm offers discretionary asset management and comprehensive financial planning through a diversified global asset-allocation model, with services that include retirement plan consulting and portfolio rebalancing.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Daniel T

Series 63, Series 65

McMurray, PA

Fragasso Wealth Advisors

Daniel Tatomir is a financial advisor at Fragasso Wealth Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fragasso Financial Advisors since 2015, as well as LPL Financial from 2015 to 2018. Fragasso Wealth Advisors manages approximately $3 billion in client assets, serving individuals, trusts, corporations, and institutional clients. The firm employs a diversified global asset-allocation model and offers discretionary asset management, financial planning, retirement plan consulting, and related advisory services.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Michael F

Series 63, Series 65

McMurray, PA

Fragasso Wealth Advisors

Michael Fertig is a financial advisor at Fragasso Wealth Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC from 1996 to 2018. Fertig has been with Fragasso Financial Advisors since 2012 and currently provides private client services. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets. The firm employs a diversified global asset-allocation model and offers discretionary asset management, comprehensive financial planning, retirement plan consulting, and related advisory services.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Andrew S

Series 63, Series 65

McMurray, PA

Fragasso Wealth Advisors

Andrew Silver is a financial advisor with Fragasso Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has held roles at Fragasso Financial Advisors since 2017 and previously worked at PNC Investments and LPL Financial. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets. The firm uses a diversified global asset-allocation model with discretionary and non-discretionary advisory services, combining in-house portfolio management and third-party oversight to address a broad range of client needs.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Brian R

CFP®, Series 63, Series 65

McMurray, PA

Fragasso Wealth Advisors

Brian Robinette is a financial advisor with Fragasso Wealth Advisors in McMurray, PA. He holds the CFP® designation and has 26 years of industry experience, including prior roles at LPL Financial and Private Client Services. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets through discretionary asset management and comprehensive financial planning. The firm employs a diversified global asset-allocation model managed by an in-house team and offers both discretionary and non-discretionary advisory services.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Richard A

Series 66

McMurray, PA

Fragasso Wealth Advisors

Richard Alfera II is a financial advisor with Fragasso Wealth Advisors in McMurray, PA, holding a Series 66 designation and 25 years of industry experience. He has worked at Fragasso since 2007 and previously at Linsco Private Ledger Corp (now LPL Financial) from 2001 to 2018. Outside of his advisory role, he serves as president and managing partner of a CPA firm and is involved in community activities, including coaching soccer and serving on a local board. Fragasso Wealth Advisors manages approximately $3 billion in client assets, serving individuals, trusts, corporations, and institutional clients. The firm employs a diversified global asset-allocation model overseen by an in-house portfolio management team and offers a range of advisory services including discretionary asset management and retirement plan consulting.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

James D

Series 63, Series 65

McMurray, PA

Fragasso Wealth Advisors

James Danko is a financial advisor at Fragasso Wealth Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC for 18 years. Outside of his advisory work, he serves as a wrestling official at various high schools in Western Pennsylvania. Fragasso Wealth Advisors manages approximately $3 billion in assets for individuals, trusts, corporations, and institutional clients. The firm employs a diversified global asset-allocation strategy, offering discretionary and non-discretionary management alongside comprehensive financial planning and retirement consulting services.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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