Frazier Financial Consultants, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$194,041,721
Clients
87
Advisors
3
across 2 offices
About
Frazier Financial Consultants provides personalized financial planning and investment management to individuals, trusts, estates, and charitable organizations. The brochure states the firm is fee‑only, does not accept commissions or sell financial products, and managed approximately $196 million in discretionary assets as of December 31, 2025; it offers both ongoing asset management and standalone or hourly financial planning engagements.
The firm’s investment approach uses a strategic asset allocation with a core‑and‑satellite structure, employing passively managed index funds and ETFs as the core and selectively adding active funds where appropriate, with discretionary authority to implement trades. Portfolios are globally diversified and documented in an Investment Policy Statement, and the firm integrates tax planning, estate planning, and implementation support into its asset management engagement.
Noteworthy operational details in the brochure include no account minimums, an explicit reduction in advisory charges for employer‑sponsored retirement plan assets held elsewhere, and the provision of tax‑preparation work for clients’ CPAs as part of ongoing management. The brochure lists the firm’s website and SEC adviserinfo reference and indicates the firm advertises third‑party ratings in its public materials; it also notes that clients generally vote their own proxies unless they request the firm’s assistance.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.80% annually $1,000,000 - $2,000,000: 0.65% annually $2,000,000+: 0.50% annually
$300/hour, billed in 15-minute increments
Account minimum: No account minimums required Fee-only: Fee-only advisory services; no commissions or other compensation accepted.
Main office
See office109 Conner Drive, Suite 205
Chapel Hill NC 27514
Advisors at this office
2
Offices (2)
Most active in
New York · North Carolina
Also doing business as
Deborah Jane Frazier · Frazier Financial Consultants · Frazier Financial Consultants, LLC · Frazier Financial Consultants. LLC · Frazier, Deborah Jane
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Elizabeth P
CFP®
Katonah, NY
Frazier Financial Consultants, LLC
Elizabeth Peck is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Frazier Financial Consultants, LLC. She has contributed financial planning articles to Forbes since 2017 and Copper Bank since 2020, and is the author of the book "Beyond Piggy Banks and Lemonade Stands," published in 2019. Additionally, she is the founder and managing member of FinLit Learning, LLC, an entity related to her outside business activities. Frazier Financial Consultants provides personalized financial planning and investment management to individuals, trusts, estates, and charitable organizations. The firm employs a strategic asset allocation approach using core-and-satellite portfolios with passive and active funds, integrating tax and estate planning within its discretionary management services.
Richard F
CFP®
Chapel Hill, NC
Frazier Financial Consultants, LLC
Richard Frazier is a CFP® professional with 17 years of industry experience. He has been with Frazier Financial Consultants, LLC since 2003. The firm provides personalized financial planning and investment management to individuals, trusts, estates, and charitable organizations. Frazier Financial Consultants employs a strategic asset allocation approach using a core-and-satellite structure with passive index funds and ETFs complemented by selective active funds, offering globally diversified portfolios and integrated tax and estate planning services.
Deborah F
Chapel Hill, NC
Frazier Financial Consultants, LLC
Deborah Frazier is a financial advisor at Frazier Financial Consultants, LLC in Chapel Hill, NC, with 9 years of industry experience. She has been with Frazier Financial Consultants since 1986. Frazier Financial Consultants provides personalized financial planning and investment management to individuals, trusts, estates, and charitable organizations. The firm uses a strategic asset allocation with a core-and-satellite approach, combining passive index funds and ETFs with selective active funds, and integrates tax and estate planning into its asset management services.
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