Charles Frazzini
Great River Financial · Plymouth, Minnesota
Charles Frazzini is a fee-only financial advisor at Great River Financial in Plymouth, Minnesota, who holds the CFP credential. Great River Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Great River Financial |
|---|---|
| Based in | Plymouth, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $201.9M across 438 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN · CRD 7898189 |
| Exams passed | Series 63 (2024) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | greatriverfinancial.com |
How Charles's firm compares
- Great River Financial's average account is about $461,000, from its Form ADV (assets managed divided by 438 accounts).
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Questions about Charles
Is Charles Frazzini a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Great River Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, Great River Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Charles Frazzini based?
Charles Frazzini is based in Plymouth, Minnesota.
What credentials does Charles Frazzini hold?
Charles Frazzini holds the CFP credential.
Is Charles Frazzini registered with the SEC?
Yes. Charles Frazzini is registered as an investment adviser representative in MN (CRD 7898189), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Great River Financial manage?
Great River Financial reports $201.9M across 438 accounts in assets under management.
How do I contact Charles Frazzini?
Through Charles's website, greatriverfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plymouth
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
- 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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