Adam Frank
Frank Finances · New York, New York
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.
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Specialties
Who they serve
- Founders
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 |
| Assets under management | $7.4M across 24 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, NY, TX · CRD 7187171 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | frankfinances.com |
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Questions about Adam
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Frank Finances website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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