Marshall Fraser
Perspective Advisors · Bartlesville, Oklahoma
Marshall Fraser is a fee-only financial advisor at Perspective Advisors in Bartlesville, Oklahoma. Marshall focuses on estate & legacy planning, tax planning and retirement planning. Perspective Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Perspective Advisors |
|---|---|
| Based in | Bartlesville, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $34.0M across 353 accounts |
| SEC registration | Investment adviser representative in KS, MO, OK, TX · CRD 6150620 |
| Exams passed | Series 65 (2013) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.planwithperspective.com |
How Marshall's firm compares
- Perspective Advisors's average account is about $96,000, from its Form ADV (assets managed divided by 353 accounts).
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Questions about Marshall
Is Marshall Fraser a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marshall holds no broker registration, and Perspective Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marshall charge for financial advice?
Marshall's firm, Perspective Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Marshall Fraser based?
Marshall Fraser is based in Bartlesville, Oklahoma.
What does Marshall specialize in?
Marshall's specialties include estate & legacy planning, tax planning, retirement planning and small business owners.
Is Marshall Fraser registered with the SEC?
Yes. Marshall Fraser is registered as an investment adviser representative in KS, MO, OK and TX (CRD 6150620), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Perspective Advisors manage?
Perspective Advisors reports $34.0M across 353 accounts in assets under management.
How do I contact Marshall Fraser?
Through Marshall's website, www.planwithperspective.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
- Perspective 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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