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.

The firm provides discretionary asset management to individuals, high‑net‑worth individuals, trusts, small businesses and estates and charges percentage‑of‑AUM advisory fees billed quarterly. It is a newly registered adviser (initial filing) that currently reports no assets under management and generally requires a $500,000 account minimum, which the firm may lower or waive at its discretion. The firm’s investment process uses modern portfolio theory and asset allocation to shape portfolios around each client’s stated objectives, risk tolerance and time horizon, with discretionary trading authority and quarterly account reviews. Clients are required to custody assets at Schwab Advisor Services and the firm arranges fee billing by direct debit from client accounts. Notable distinctions include that the firm’s principal is a CFP® professional who is also a licensed insurance agent and may offer commission‑based insurance products (approximately 1% of his time), a practice the brochure discloses as a potential conflict and says is mitigated by disclosures and fiduciary obligations. The brochure also discloses that the firm does not aggregate trades, will not vote client proxies, and has made an initial filing with no client assets, features that may affect trade execution and proxy handling relative to many peers.

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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