Fragasso Financial Advisors
Firm details
- Headquarters
- Sewickley, Pennsylvania
- CRD number
- 123255
- Registered since
- September 12, 2012
- Website
- www.fragassoadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI79.67%
- Individuals16.57%
- Charitable Organizations2%
- Pension & Profit Sharing Plans1.52%
- Corporations / Businesses0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Fragasso Financial Advisors is an independent registered investment adviser organized as a corporation and SEC-registered since 2012. The firm serves individual and family clients as well as institutional investors, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation is primarily percent-of-AUM with some fixed-fee arrangements. Fragasso does not identify as an ESG-focused investor and is not listed as a capital allocator; it deploys third-party managers rather than operating as a fund sponsor. Fragasso has appeared on Forbes’ lists of top RIA firms in 2022, 2023, and 2024, reflecting visibility within the independent-advice channel.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- Public Funds/Mutual Funds27%
- Other3%
- Investment Grade Corp Bonds2%
- Non-Exchange Traded Equities1%
Owners & executives
3 of 5
Michael Godwin
Chief Investment OfficerCRD 5880428
James Danko
Chief Compliance OfficerCRD 2899544
Robert Fragasso
Chairman and Chief Executive OfficerCRD 212445
Contacts
3 of 23
Christine Robinette
Executive Vice PresidentCRD 2735367
Rachel Weaver
Financial Planning AnalystCRD 6211872
Andrew Silver
Financial AdvisorCRD 6185086
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 181Active vs passive
$1.6B in ETFs
53%
$826M
37%
$747M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $319M | 426,551 | 20.31% |
Location
Sewickley, PA
Allegheny
Location
Sewickley, PA
Headquartered in Sewickley, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Allegheny
- Address
- 2200 Georgetown Dr
- Time zone
- ET (UTC-5)
- Office locations
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