Frank Garcia
Frankly Finances · Winter Park, Florida
Frank Garcia is a fee-only financial advisor at Frankly Finances in Winter Park, Florida, who holds the CFP and CFA credentials. Frank charges hourly fees, a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $8,000 a year and one-time plans from $2,500) and focuses on estate & legacy planning, tax planning and family wealth transfer.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Frankly Finances |
|---|---|
| Based in | Winter Park, Florida |
| Fee model | Hourly · Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $8,000 a year · One-time plans from $2,500 · $350 an hour |
| Accepting new clients | Yes |
| Assets under management | $204.2M across 134 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in FL, TX · CRD 5657015 |
| Exams passed | Series 63 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | franklyfinances.com |
| Profile |
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Questions about Frank
Is Frank Garcia a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Frank holds no broker registration, and Frankly Finances reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Frank charge for financial advice?
Frank charges hourly fees, a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does Frank charge?
According to Frankly Finances's website, checked October 30, 2026: ongoing planning from $8,000 a year; one-time plans from $2,500; $350 an hour.
Where is Frank Garcia based?
Frank Garcia is based in Winter Park, Florida.
What does Frank specialize in?
Frank's specialties include estate & legacy planning, tax planning, family wealth transfer and equity compensation. Frank works with ultra high net worth and multi-generational families.
What credentials does Frank Garcia hold?
Frank Garcia holds the CFP and CFA credentials.
Is Frank Garcia registered with the SEC?
Yes. Frank Garcia is registered as an investment adviser representative in FL and TX (CRD 5657015), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Frankly Finances manage?
Frankly Finances reports $204.2M across 134 accounts in assets under management.
How do I contact Frank Garcia?
Through Frank's website, franklyfinances.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
- Frankly Finances 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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