# Adam Frank

> Adam Frank is a fee-only financial advisor at Frank Finances in New York, New York, who holds the CFP credential. Adam charges an ongoing planning fee and a one-time planning fee (ongoing planning from $2,100 a year and one-time plans from $750) and focuses on small business owners.

Page: https://find.wellspent.co/advisors/adam-frank/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Frank Finances
- **Based in:** New York, New York
- **Fee model:** Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $2,100 a year; one-time plans from $750
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $7.4M across 24 accounts
- **Credentials:** CFP
- **Specialties:** Small business owners
- **Works with:** Founders
- **CRD:** 7187171 (https://adviserinfo.sec.gov/individual/summary/7187171)
- **SEC registration:** Investment adviser representative in CA, NY, TX
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://frankfinances.com

## Frequently asked questions

### Is Adam Frank a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Frank Finances reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Adam charge for financial advice?

Adam charges an ongoing planning fee and a one-time planning fee.

### How much does Adam charge?

According to Frank Finances's website, checked October 30, 2026: ongoing planning from $2,100 a year; one-time plans from $750.

### Where is Adam Frank based?

Adam Frank is based in New York, New York.

### What does Adam specialize in?

Adam's specialties include small business owners. Adam works with founders.

### What credentials does Adam Frank hold?

Adam Frank holds the CFP credential.

### Is Adam Frank registered with the SEC?

Yes. Adam Frank is registered as an investment adviser representative in CA, NY and TX (CRD 7187171), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Frank Finances manage?

Frank Finances reports $7.4M across 24 accounts in assets under management.

### How do I contact Adam Frank?

Through Adam's website, frankfinances.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7187171): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.frankfinances.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.