Fritzner Jean
Geometric Advisors · Charlotte, North Carolina
Fritzner Jean is a fee-only financial advisor at Geometric Advisors in Charlotte, North Carolina, who holds the CFP credential. Fritzner charges a percentage of assets (1% a year on the first tier of assets managed and no asset minimum) and focuses on tax planning and estate & legacy planning.
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Specialties
Who they serve
- Executives
- High earners
Facts
| Firm | Geometric Advisors |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · No asset minimum |
| Works virtually | Yes |
| Assets under management | $1.33B across 2,081 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, TX · CRD 7916963 |
| Firm size | 34 employees |
| Disclosures | None reported |
| Website | www.geometricadvisors.com |
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Questions about Fritzner
Is Fritzner Jean a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Fritzner holds no broker registration, and Geometric Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Fritzner charge for financial advice?
Fritzner charges a percentage of assets.
How much does Fritzner charge?
According to Geometric Advisors's website, checked October 30, 2026: 1% a year on the first tier of assets managed; no asset minimum.
Does Fritzner work with clients virtually?
Yes. Geometric Advisors says on its website that it works with clients remotely.
Where is Fritzner Jean based?
Fritzner Jean is based in Charlotte, North Carolina.
What does Fritzner specialize in?
Fritzner's specialties include tax planning and estate & legacy planning. Fritzner works with executives and high earners.
What credentials does Fritzner Jean hold?
Fritzner Jean holds the CFP credential.
Is Fritzner Jean registered with the SEC?
Yes. Fritzner Jean is registered as an investment adviser representative in NC and TX (CRD 7916963), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Geometric Advisors manage?
Geometric Advisors reports $1.33B across 2,081 accounts in assets under management.
How do I contact Fritzner Jean?
Through Fritzner's website, www.geometricadvisors.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
- Geometric Advisors 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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