Fry Investment Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$22,162,640
Clients
58
Advisors
2
of 2 employees
About
Fry Investment Advisors provides ongoing portfolio management and financial planning to individual and high‑net‑worth clients, and also serves pension and profit‑sharing plans. The firm prepares a written investment policy statement for each client and offers both discretionary and non‑discretionary account management.
Its investment process combines fundamental, quantitative, technical analysis and modern portfolio theory to construct long‑term diversified portfolios of mutual funds, ETFs, equities and fixed income securities. The adviser documents client risk tolerance, seeks discretionary trading authority for many accounts, and may refer portions of client assets to third‑party managers while monitoring their performance.
The firm is notable for formal affiliations with an accounting practice and with other investment advisers: its principals participate in an affiliated CPA firm that provides tax preparation and planning services, and the adviser receives fee‑sharing from select third‑party managers — relationships the brochure discloses and describes as managed conflicts. It also requires clients to use specified custodial/platform providers, maintains custody arrangements that permit direct fee deductions, and reports managing assets as well as advising on additional assets.
Client services
Expertise
Fee options
Financial planning fixed fees from $0 to $5,000, negotiable
$0 - $500,000: 1.80% total annual fee (1.60% advisory fee + platform fee: greater of $100 or 0.20%) $500,001 - $1,000,000: 1.60% total annual fee (1.45% advisory fee + 0.15% platform fee) $1,000,001+: 1.35% total annual fee (1.25% advisory fee + 0.10% platform fee)
Financial planning may also be offered hourly at $300/hour, negotiable
Minimum fee: Platform minimum annual fee of $100 Fee-only: Financial planning fees range from $0 to $5,000 fixed fee; optionally $300/hour hourly rate; fees negotiable
Main office
323 Regency Ridge Dr.
Centerville OH 45459
Advisors at this office
2
Most active in
Ohio
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
Advisors at this firm
Maria F
Series 65
Centerville, OH
Fry Investment Advisors, Inc.
Maria Fry is a financial advisor with Fry Investment Advisors, Inc. in Centerville, OH, holding a Series 65 credential and five years of industry experience. Prior to joining her current firm, she worked at Totes Isotoner and Luxottica Retail. She is also involved with Fry & Associates, CPAs, Inc., an accounting firm where she develops financial plans and tax strategies for clients. Fry Investment Advisors provides portfolio management and financial planning services to individual, high-net-worth clients, and pension and profit-sharing plans. The firm employs a comprehensive investment process that includes fundamental, quantitative, and technical analysis, and maintains formal affiliations with an accounting practice and other investment advisers.
Nicholas F
Series 65
Centerville, OH
Fry Investment Advisors, Inc.
Nicholas Fry is a financial advisor with Fry Investment Advisors, Inc. in Centerville, OH, holding a Series 65 designation and seven years of industry experience. He is also President of Fry and Associates, CPAs, Inc., a public accounting firm where he has worked for over 30 years. From time to time, he offers clients advice or products related to his accounting practice. Fry Investment Advisors provides portfolio management and financial planning to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm uses a combination of fundamental, quantitative, and technical analysis along with modern portfolio theory to build diversified long-term portfolios, offering both discretionary and non-discretionary account management.
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