# Drew Frank

> Drew Frank is a fee-only financial advisor at Wedmont Private Capital in Boulder, Colorado, who holds the CFP credential. Wedmont Private Capital reports charging fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/drew-frank/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Wedmont Private Capital
- **Based in:** Boulder, Colorado
- **Fee model (firm's Form ADV):** Fixed fees
- **Assets under management (firm):** $3.44B across 2,437 accounts
- **Credentials:** CFP
- **CRD:** 7871766 (https://adviserinfo.sec.gov/individual/summary/7871766)
- **SEC registration:** Investment adviser representative in CO, TX
- **Exams passed:** Series 65 (2024)
- **Firm size:** 16 employees
- **Disclosures:** None reported
- **Website:** https://www.wedmont.com

## Frequently asked questions

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

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

### How does Drew charge for financial advice?

Drew's firm, Wedmont Private Capital, reports charging fixed fees on its SEC Form ADV.

### Where is Drew Frank based?

Drew Frank is based in Boulder, Colorado.

### What credentials does Drew Frank hold?

Drew Frank holds the CFP credential.

### Is Drew Frank registered with the SEC?

Yes. Drew Frank is registered as an investment adviser representative in CO and TX (CRD 7871766), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wedmont Private Capital manage?

Wedmont Private Capital reports $3.44B across 2,437 accounts in assets under management.

### How do I contact Drew Frank?

Through Drew's website, www.wedmont.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7871766): 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

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