FRANK FINANCIAL ADVISORS

Overview

Frank Financial Advisors is an independent registered investment adviser that provides financial planning and portfolio management primarily for individuals, families and small businesses. The firm operates under an individual owner structure and also functions as an insurance broker, which informs its use of insurance products such as annuities in client solutions. Frank Financial Advisors charges fees based on AUM, hourly engagements and fixed-fee arrangements, and it does not position itself as a capital allocator or an active ESG investor. The firm was SEC-registered in 2021 and reports serving both individual/family and institutional clients. Investment activity is equity‑centric: the adviser shows a clear preference for exchange‑traded equities and ETFs as the primary vehicle for public-market exposure. Portfolio management appears tailored to taxable and discretionary mandates (the vast majority of their AUM is discretionary), with a mix of model/SMA implementation and third‑party fund allocations where alternatives are appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices