# Frank Austin

> Frank Austin is a fee-only financial advisor at Sustainable Financial Planning LLC in Hopatcong, New Jersey, who holds the BA, CFA and CFP credentials. Frank charges a percentage of assets, a one-time planning fee and an ongoing planning fee and focuses on retirement planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/frank-austin/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Sustainable Financial Planning LLC
- **Based in:** Hopatcong, New Jersey
- **Fee model:** Percentage of assets; One-time planning fee; Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $15.2M across 42 accounts
- **Credentials:** BA, CFA, CFP, MBA, ChFC
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 2249289 (https://adviserinfo.sec.gov/individual/summary/2249289)
- **SEC registration:** Investment adviser representative in NJ, NY, PA, TX
- **Exams passed:** Series 63 (1992)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://sustainablefinancialplanningllc.com

## Frequently asked questions

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

Yes. Frank Austin is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Frank's firm.

### How does Frank charge for financial advice?

Frank charges a percentage of assets, a one-time planning fee and an ongoing planning fee.

### Where is Frank Austin based?

Frank Austin is based in Hopatcong, New Jersey.

### What does Frank specialize in?

Frank's specialties include retirement planning and estate & legacy planning.

### What credentials does Frank Austin hold?

Frank Austin holds the BA, CFA, CFP, MBA and ChFC credentials.

### Is Frank Austin registered with the SEC?

Yes. Frank Austin is registered as an investment adviser representative in NJ, NY, PA and TX (CRD 2249289), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Sustainable Financial Planning LLC manage?

Sustainable Financial Planning LLC reports $15.2M across 42 accounts in assets under management.

### How do I contact Frank Austin?

Through Frank's website, sustainablefinancialplanningllc.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/46086): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://sustainablefinancialplanningllc.com/): specialties, clients served, and fees, checked October 28, 2026

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