A complete list of active advisors currently associated with Frankly Finances

Warmer can help you find a great advisor at Frankly Finances or one who fits your needs even better.

Frankly Finances works with individuals — including high-net-worth clients — as well as corporations and small-business retirement plan sponsors, providing fee-only financial planning, investment management, and retirement plan consulting. Engagements are tailored by agreement and can include personal financial plans, ongoing portfolio management, and advisory services to plan sponsors. The firm emphasizes passive, asset-class-based portfolios constructed largely with index mutual funds and ETFs and monitors accounts on an ongoing basis, implementing client plans through negotiated flat-fee investment management rather than percentage-of-AUM or performance-based arrangements. Financial planning is available on a one-time, hourly, or recurring subscription basis, and the firm discloses it does not accept commissions for product sales. Frankly Finances is notable for managing roughly $204 million in discretionary assets with a very small client base, resulting in unusually high AUM per advisor relative to peers and suggesting concentrated, bespoke client relationships. Its combination of offering a subscription billing option, explicitly eschewing percentage-of-AUM and performance fees, and providing ERISA Section 3(21)/3(38) retirement plan consulting is uncommon among similarly sized supported firms.

To learn more about the advisors currently working at Frankly Finances, 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.