Francisco Agrest
Elm Wealth · Philadelphia, Pennsylvania
Francisco Agrest is a fee-only financial advisor at Elm Wealth in Philadelphia, Pennsylvania. Francisco charges a percentage of assets (0.12% a year on the first tier of assets managed and a $2,000,000 asset minimum).
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Facts
| Firm | Elm Wealth |
|---|---|
| Based in | Philadelphia, Pennsylvania |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.12% a year on the first tier of assets managed · A $2,000,000 asset minimum |
| Assets under management | $3.02B across 905 accounts |
| SEC registration | Investment adviser representative in PA · CRD 8183875 |
| Exams passed | Series 65 (2025) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | elmwealth.com |
How Francisco's firm compares
- Elm Wealth's average account is about $3.3 million, from its Form ADV (assets managed divided by 905 accounts).
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Questions about Francisco
Is Francisco Agrest a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Francisco holds no broker registration, and Elm Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Francisco charge for financial advice?
Francisco charges a percentage of assets.
How much does Francisco charge?
According to Elm Wealth's website, checked October 30, 2026: 0.12% a year on the first tier of assets managed; a $2,000,000 asset minimum.
Where is Francisco Agrest based?
Francisco Agrest is based in Philadelphia, Pennsylvania.
Is Francisco Agrest registered with the SEC?
Yes. Francisco Agrest is registered as an investment adviser representative in PA (CRD 8183875), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Elm Wealth manage?
Elm Wealth reports $3.02B across 905 accounts in assets under management.
How do I contact Francisco Agrest?
Through Francisco's website, elmwealth.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
- Elm Wealth 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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