A complete list of active advisors currently associated with Franson Financial LLC

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

Franson Financial provides investment management, financial planning, and retirement plan advisory services to individuals, businesses, trusts, and estates, including guidance on held-away employer retirement accounts. Although the firm’s brochure lists high-net-worth individuals among the client types it serves, its current roster (19 clients with about $2.22 million in discretionary AUM) does not include high-net-worth clients, which is atypical for similarly supported firms. The firm combines fundamental, cyclical, and technical analysis to build tailored, primarily discretionary portfolios across a broad set of strategies, including Index/US Bond/US Dollar (IBD), US and Global Dividend Income, Global Macro, Bond Income, and custom portfolios. It has recently added a set of buy-and-hold ETF-based portfolios — including a Cryptocurrency ETF portfolio and use of option-based structured protection ETFs within stated limits — and offers both actively managed and buy-and-hold approaches. Distinctive for a two-advisor practice with modest assets, Franson Financial directs managed accounts to Charles Schwab and Interactive Brokers to access institutional trading, custody, and research services and discloses the use of commission-linked research (soft-dollar) arrangements. The firm also makes explicit provisions for non-discretionary retirement plan advisory on held-away accounts and discloses limited outside business activities by its principals, such as independent consulting and real property rentals.

To learn more about the advisors currently working at Franson Financial 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.