A complete list of active advisors currently associated with Frazier Financial Advisors, LLC

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

Frazier Financial Advisors, LLC is a registered investment adviser that serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities, providing discretionary and non‑discretionary investment management, financial planning, selection of other advisers, and management of plan assets. The firm reports approximately $1.16 billion in assets under management and serves several hundred client accounts while offering ERISA fiduciary services for employee benefit plans. The firm tailors portfolios and plans to client suitability through an initial fact‑gathering process and ongoing monitoring, using a mix of approaches that include fundamental and technical analysis, modern portfolio theory, model portfolio implementations, and third‑party managers accessed via custodial platforms. Financial planning is offered on both a comprehensive and modular basis, and the firm discloses periodic account reviews and the ability to combine related family accounts for fee breakpoints. FFA provides accounting and tax preparation services as part of its practice (the brochure states this activity consumes roughly 10–20% of firm time) and may recommend those services to clients, an integrated offering that is less common among peer team firms. The brochure also discloses arrangements with third‑party advisers and solicitors, occasional expense reimbursements from product distributors, and directs readers to the firm’s website and the SEC adviserinfo page for additional third‑party materials and ratings the firm references.

To learn more about the advisors currently working at Frazier Financial Advisors, 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.