Mark Frugoni
FOCUS Wealth Advisors · Houston, Texas
Mark Frugoni is a fee-only financial advisor at FOCUS Wealth Advisors in Houston, Texas. Mark focuses on family wealth transfer and founders (pre-exit). FOCUS Wealth Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | FOCUS Wealth Advisors |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Fees (firm's website) | A $2,000,000 asset minimum |
| Assets under management | $247.6M across 384 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2219734 |
| Exams passed | Series 63 (1995) · Series 65 (1995) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | focus-wa.com |
| Profile |
How Mark's firm compares
- FOCUS Wealth Advisors's average account is about $645,000, from its Form ADV (assets managed divided by 384 accounts).
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Questions about Mark
Is Mark Frugoni a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and FOCUS Wealth Advisors 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, FOCUS Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.
How much does Mark charge?
According to FOCUS Wealth Advisors's website, checked October 30, 2026: a $2,000,000 asset minimum.
Where is Mark Frugoni based?
Mark Frugoni is based in Houston, Texas.
What does Mark specialize in?
Mark's specialties include family wealth transfer and founders (pre-exit). Mark works with multi-generational families.
Is Mark Frugoni registered with the SEC?
Yes. Mark Frugoni is registered as an investment adviser representative in TX (CRD 2219734), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does FOCUS Wealth Advisors manage?
FOCUS Wealth Advisors reports $247.6M across 384 accounts in assets under management.
How do I contact Mark Frugoni?
Through Mark's website, focus-wa.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
- FOCUS Wealth 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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