# Geoffrey Frazier

> Geoffrey Frazier is a fee-only financial advisor at Global Financial Private Client in Sarasota, Florida, who holds the CFP and ChFC credentials. Geoffrey focuses on estate & legacy planning and tax planning. Global Financial Private Client reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/geoffrey-frazier/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Global Financial Private Client
- **Based in:** Sarasota, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $828.3M across 1,028 accounts
- **Credentials:** CFP, ChFC
- **Specialties:** Estate & legacy planning, Tax planning
- **CRD:** 1991946 (https://adviserinfo.sec.gov/individual/summary/1991946)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 63 (1990)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://mygfpc.com/

## Frequently asked questions

### Is Geoffrey Frazier a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Geoffrey holds no broker registration, and Global Financial Private Client reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Geoffrey charge for financial advice?

Geoffrey's firm, Global Financial Private Client, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Geoffrey Frazier based?

Geoffrey Frazier is based in Sarasota, Florida.

### What does Geoffrey specialize in?

Geoffrey's specialties include estate & legacy planning and tax planning.

### What credentials does Geoffrey Frazier hold?

Geoffrey Frazier holds the CFP and ChFC credentials.

### Is Geoffrey Frazier registered with the SEC?

Yes. Geoffrey Frazier is registered as an investment adviser representative in FL and TX (CRD 1991946), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Global Financial Private Client manage?

Global Financial Private Client reports $828.3M across 1,028 accounts in assets under management.

### How do I contact Geoffrey Frazier?

Through Geoffrey's website, mygfpc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1991946): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://mygfpc.com/): specialties, clients served, and fees, checked October 30, 2026

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