A complete list of active advisors currently associated with Frost Financial Advisory Group LLC

Warmer can help you find a great advisor at Frost Financial Advisory Group LLC or one who fits your needs even better.

Frost Financial Advisory Group LLC provides discretionary asset management and ongoing investment advice to individuals, high net worth individuals, trusts, small businesses and estates. The firm charges asset-based advisory fees and focuses on portfolio management and tailored investment programs that document client goals and restrictions. The firm’s investment process relies on modern portfolio theory and asset allocation to construct portfolios aligned with each client’s objectives, time horizon and risk tolerance, with discretionary trading authority and quarterly account reviews to monitor and rebalance holdings. Clients are required to custody assets at Charles Schwab Advisor Services, and advisory fees are billed quarterly in advance. Notable features in the brochure include that the firm’s principal is a CERTIFIED FINANCIAL PLANNER™ professional who is also a licensed insurance agent and may offer insurance products for separate compensation (approximately 1% of his time is spent on that activity), a disclosed conflict of interest with mitigations and an option for clients to purchase insurance elsewhere. The brochure also states the firm does not vote client proxies (clients receive and vote their own proxies) and indicates the firm is not structured as a solo practitioner, which is less common among independent advisors.

To learn more about the advisors currently working at Frost Financial Advisory Group 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.

Name	Location	Years of experience
Glen Frost	Philadelphia, PA	26

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