# Li Gettleman

> Li Gettleman 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.

Page: https://find.wellspent.co/advisors/li-gettleman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Frisch Financial Group
- **Based in:** Melville, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $931.6M across 1,759 accounts
- **Credentials:** CFP
- **CRD:** 8146724 (https://adviserinfo.sec.gov/individual/summary/8146724)
- **SEC registration:** Investment adviser representative in NY
- **Firm size:** 18 employees
- **Disclosures:** None reported
- **Website:** https://www.frischfinancial.com

## Frequently asked questions

### Is Li Gettleman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Li 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 Li charge for financial advice?

Li's firm, Frisch Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Li Gettleman based?

Li Gettleman is based in Melville, New York.

### What credentials does Li Gettleman hold?

Li Gettleman holds the CFP credential.

### Is Li Gettleman registered with the SEC?

Yes. Li Gettleman is registered as an investment adviser representative in NY (CRD 8146724), 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 Li Gettleman?

Through Li's website, www.frischfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8146724): 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

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