Frank Iozzo
FMI Financial · Oak Brook, Illinois
Frank Iozzo is a fee-only financial advisor at FMI Financial in Oak Brook, Illinois. FMI Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | FMI Financial |
|---|---|
| Based in | Oak Brook, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $84.1M across 380 accounts |
| SEC registration | Investment adviser representative in IL, TX · CRD 5642894 |
| Exams passed | Series 65 (2018) · Series 66 (2010) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.fmifinancial.com |
How Frank's firm compares
- FMI Financial's average account is about $221,000, from its Form ADV (assets managed divided by 380 accounts).
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Questions about Frank
Is Frank Iozzo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Frank holds no broker registration, and FMI Financial 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's firm, FMI Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Frank Iozzo based?
Frank Iozzo is based in Oak Brook, Illinois.
Is Frank Iozzo registered with the SEC?
Yes. Frank Iozzo is registered as an investment adviser representative in IL and TX (CRD 5642894), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does FMI Financial manage?
FMI Financial reports $84.1M across 380 accounts in assets under management.
How do I contact Frank Iozzo?
Through Frank's website, www.fmifinancial.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
- 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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