A complete list of active advisors currently associated with Frisch Financial Group, Inc.

Warmer can help you find a great advisor at Frisch Financial Group, Inc. or one who fits your needs even better.

Frisch Financial Group is a registered investment adviser managing approximately $931.6 million on behalf of about 601 clients and supported by a seven-advisor team. The firm provides discretionary and non-discretionary portfolio management and, when requested, financial planning and related consulting for individuals, high‑net‑worth clients, trusts, estates, charitable organizations and retirement plans. The firm constructs diversified portfolios across equities, fixed income, mutual funds, ETFs and options, and may allocate portions of client assets to unaffiliated sub‑advisors while retaining supervisory oversight and ongoing monitoring and rebalancing. Frisch Financial primarily recommends Schwab as custodian, uses third‑party reporting via ByAllAccounts for held‑away assets, and discloses that it employs AI tools for marketing and meeting transcription but not for making investment decisions. Noteworthy operational features include an uncommon multi‑office footprint (five offices) for a team firm and the disclosure of third‑party ratings in its materials, along with participation in the Schwab Advisor Network and receipt of custodial support services. The firm also notes occasional trustee engagements, an investment in WealthRamp used for referrals, and an explicit statement that it does not accept performance‑based fees, which distinguish aspects of its referral and custody arrangements from many peers.

To learn more about the advisors currently working at Frisch Financial Group, Inc., 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.