A complete list of active advisors currently associated with Fryar Financial

Warmer can help you find a great advisor at Fryar Financial or one who fits your needs even better.

Fryar Financial provides financial planning and portfolio management to individuals, high‑net‑worth clients, and retirement plan sponsors, delivering both individual advisory services and ERISA investment‑fiduciary support. Services are offered on a fee‑only basis and include non‑discretionary asset management as well as the ability to serve as a 3(38) discretionary manager when engaged by a plan sponsor. The firm customizes portfolios and asset allocations to client goals and risk tolerance, using mutual funds, ETFs and individual securities and monitoring accounts on an ongoing basis for rebalancing and adjustments. Investment decisions are typically implemented on a non‑discretionary basis, meaning trades are confirmed with clients before execution, and analysis draws on company fundamentals, market data and macroeconomic indicators. Distinctive features include a small advisory team managing roughly $19.4 million across about 56 client relationships, with nearly all reported AUM classified as non‑discretionary. The firm is affiliated with Fryar Management Group, LLC, which provides tax, accounting and payroll services—an arrangement that may allow closer coordination of investment and tax/accounting matters—and the firm does not sponsor a wrap fee program.

To learn more about the advisors currently working at Fryar Financial, 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.