Frisco Financial Planning

RIASEC RegisteredEst. 2024

Total AUM

$131M

Discretionary

$131M

100% of AUM

Avg account

$590K

Accounts

222

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 132585
Registered since: August 14, 2024
Website: ffplan.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI96.76%
Individuals3.24%
Services: Financial PlanningPortfolio Management for IndividualsPublication of Periodicals

Firm profile

FINTRX

Overview

Frisco Financial Planning is an independent, individual-owned RIA organized as an LLC and SEC-registered in 2024. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the publication of periodicals or newsletters. Its fees are charged as a percentage of assets under management and via fixed-fee engagements. Frisco is not classified as an active ESG investor, does not act as a capital allocator, and does not identify itself as a multistate or pension consulting adviser.