Frank Austin
Sustainable Financial Planning LLC · Hopatcong, New Jersey
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.
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Specialties
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 |
| Assets under management | $15.2M across 42 accounts |
| Credentials | BA · CFA · CFP · MBA · ChFC |
| SEC registration | Investment adviser representative in NJ, NY, PA, TX · CRD 2249289 |
| Exams passed | Series 63 (1992) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | sustainablefinancialplanningllc.com |
How Frank's firm compares
- Sustainable Financial Planning LLC's average account is about $363,000, from its Form ADV (assets managed divided by 42 accounts).
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Questions about Frank
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
Other advisors in New Jersey who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Sustainable Financial Planning LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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