Jason Sacks
Frisch Financial Group · Melville, New York
Jason Sacks is a fee-only financial advisor at Frisch Financial Group in Melville, New York, who holds the CFP credential. Frisch Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Frisch Financial Group |
|---|---|
| Based in | Melville, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $931.6M across 1,759 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NY, TX · CRD 2902189 |
| Exams passed | Series 63 (1997) · Series 65 (2002) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.frischfinancial.com |
How Jason's firm compares
- Frisch Financial Group's average account is about $530,000, from its Form ADV (assets managed divided by 1,759 accounts).
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Questions about Jason
Is Jason Sacks a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Frisch Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Frisch Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jason Sacks based?
Jason Sacks is based in Melville, New York.
What credentials does Jason Sacks hold?
Jason Sacks holds the CFP credential.
Is Jason Sacks registered with the SEC?
Yes. Jason Sacks is registered as an investment adviser representative in FL, NY and TX (CRD 2902189), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Frisch Financial Group manage?
Frisch Financial Group reports $931.6M across 1,759 accounts in assets under management.
How do I contact Jason Sacks?
Through Jason's website, www.frischfinancial.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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