Mark Frombach
Roffman Miller Wealth Management · Philadelphia, Pennsylvania
Mark Frombach is a fee-only financial advisor at Roffman Miller Wealth Management in Philadelphia, Pennsylvania, who holds the CFA credential. Mark focuses on retirement planning and family wealth transfer. Roffman Miller Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Multi-generational families
Facts
| Firm | Roffman Miller Wealth Management |
|---|---|
| Based in | Philadelphia, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $3.20B across 1,599 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NJ, PA · CRD 4001899 |
| Exams passed | Series 66 (1999) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.roffmanmiller.com |
How Mark's firm compares
- Roffman Miller Wealth Management's average account is about $2.0 million, from its Form ADV (assets managed divided by 1,599 accounts).
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Questions about Mark
Is Mark Frombach a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Roffman Miller Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, Roffman Miller Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Mark Frombach based?
Mark Frombach is based in Philadelphia, Pennsylvania.
What does Mark specialize in?
Mark's specialties include retirement planning and family wealth transfer. Mark works with pre-retirees, retirees and multi-generational families.
What credentials does Mark Frombach hold?
Mark Frombach holds the CFA credential.
Is Mark Frombach registered with the SEC?
Yes. Mark Frombach is registered as an investment adviser representative in NJ and PA (CRD 4001899), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Roffman Miller Wealth Management manage?
Roffman Miller Wealth Management reports $3.20B across 1,599 accounts in assets under management.
How do I contact Mark Frombach?
Through Mark's website, www.roffmanmiller.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
- Roffman Miller Wealth Management 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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