FR FINANCIAL ADVISORS LLC

RIASEC RegisteredEst. 2024

Total AUM

$136M

Discretionary

$136M

100% of AUM

Avg account

$438K

Accounts

310

Employees

Advisory reps

Firm details

Headquarters: CORAL SPRINGS, Florida
CRD number: 135980
Registered since: May 24, 2024
Website: www.fradv.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI66.48%
Individuals19.97%
Pension & Profit Sharing Plans13.55%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

FR Financial Advisors LLC is an independent, owner-operated registered investment adviser formed as an LLC and registered with the SEC in 2024. The firm acts as a capital allocator for both individual and family clients as well as institutional investors, combining financial planning with discretionary portfolio management across individuals, small businesses, and larger business or institutional relationships. Its advisory services include selection of other advisers and pension consulting support, and the firm also operates as an insurance broker. Fee arrangements are mixed: the firm charges a percentage of assets under management and also uses hourly and fixed-fee engagements depending on client needs. FR Financial Advisors reports an affiliation with accounting professionals, which suggests coordination with tax and accounting services as part of its client offering. The firm is not positioned as an active ESG investor and does not report multistate advisory activity.