A complete list of active advisors currently associated with Frank Finances LLC
Warmer can help you find a great advisor at Frank Finances LLC or one who fits your needs even better.
Frank Finances provides financial planning, investment management, educational seminars/workshops, and qualified plan and pension consulting to individuals, families, trusts, businesses, charities, and retirement plans. As of 12/31/2025 the firm reported $7.4 million in non-discretionary assets under management and serves both individual and plan clients. The firm emphasizes strategic asset allocation and constructs proprietary model or custom portfolios, with an investment process that blends fundamental, technical, quantitative and qualitative analysis. It typically operates on a non-discretionary basis—delivering quarterly trade recommendations that clients implement themselves—while also offering discretionary management when agreed. Compared with many independent advisers, Frank Finances is unusual in that most of its AUM is non-discretionary and it offers firm-led educational seminars and pension consulting services, each of which is relatively uncommon among peers. The firm also provides retirement-plan fiduciary services under ERISA (including investment policy statements and plan-level advice) and maintains a small client base, which aligns its practice toward consultative, advice-focused engagements.
To learn more about the advisors currently working at Frank Finances 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.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 6
|
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