F
Frederick H. Cron
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,697,681
Clients
31
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
31
HighAverage account size
$409,603
About
The firm provides comprehensive financial planning and investment management to individuals, trusts, estates, charitable organizations, corporations and other business entities. Services described in the brochure include retirement plan selection and monitoring, investment management, education and estate planning, tax coordination with clients’ preparers, and insurance evaluations.
The firm combines a buy/sell discipline described as a passive trading strategy with a dynamic asset-allocation process and daily portfolio monitoring, and allocations may be adjusted as market conditions change. The adviser emphasizes avoiding large losses over tax minimization and may use no-load/no-transaction-fee mutual funds and, in certain circumstances, inverse or short index mutual funds to reduce portfolio risk.
The adviser operates as a long-tenured sole practitioner who conducts research and account reviews personally and provides ongoing, discretionary management. Compared with peers of similar size, the firm’s explicit use of inverse/short funds as a risk-management tool, its stated practice of preemptive selling to avoid downturns, and the adviser’s broad professional background and past securities registrations are noteworthy.
Client services
Financial planning
Portfolio management
Expertise
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
General estate planning guidance
Charitable giving & philanthropy
Long-term care insurance
Fee options
Hourly fee negotiated if occasional consultations agreed upon
Minimum fee: $3,000 minimum fee for financial plans only Fee-only: Fee-only advisor, no commissions, advisory fees range from 0.8% to 1.00% of assets under management
Main office location
Frederick H. Cron
Centennial CO, United States
Number of offices
1
Most active in
Frederick H. Cron has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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