Frazier Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Frazier Wealth Management serves individuals, high-net-worth individuals, businesses, foundations, charitable organizations, and trusts, providing wealth management, investment advisory, and both comprehensive and limited-scope financial planning. The firm also offers tax-preparation services through the principal’s separate Enrolled Agent practice and the principal maintains individual insurance licenses for personal insurance sales.
The firm combines fundamental and technical analysis to construct portfolios that emphasize long-term holdings while permitting short-term trades, option strategies and occasional short sales when opportunities arise. Accounts are managed on a non-discretionary basis; the advisor consults with clients before executing trades and allows clients to place reasonable investment restrictions.
Notably, Frazier Wealth Management operates at a very small scale — managing roughly $1.07 million across a handful of client relationships — and reports that all regulatory assets are managed non-discretionarily, which is uncommon among peers. The principal holds CFP and Enrolled Agent credentials, operates a tax-preparation practice, may receive personal compensation for insurance sales, and the brochure discloses the principal has been the subject of a bankruptcy proceeding.
Client services
Expertise
Fee options
$0 - $2,500,000: 1.00% $2,500,000 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.60% $10,000,000+: 0.50%
Financial Planning Services billed at $300/hour with minimum fee of $1,500
Account minimum: $100,000 Minimum fee: $1,000 annual minimum fee for Wealth Management and Investment Advisory Services Fee-only: Fee-only advisory firm; does not accept transaction-based compensation
Main office
2937 Route 611, Suite 15 C
Tannersville PA 18372
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Frazier Group Financial Services LLC · Frazier Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
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