Frank Finances LLC

Overview

Frank Finances LLC is a small, independent registered investment adviser that focuses on individualized portfolio management and planning for private clients and families. The firm positions itself as a capital allocator, combining traditional portfolio management with financial planning and select advisory services such as pension consulting, third‑party manager selection and educational workshops. Fee arrangements are flexible and include percentage of AUM, hourly charges and fixed fees, which aligns with a boutique, client‑service model rather than a product‑driven brokerage approach. Investment emphasis is on public equities, with the bulk of client assets held in exchange‑traded equities and ETFs. The firm does not identify as an active ESG investor. Given its service mix — financial planning, portfolio management for individuals and small businesses, and selection of outside advisers — Frank Finances appears to blend hands‑on discretionary management with occasional use of external managers where specialized expertise is needed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices