Phillip Frattali
Sanderson Wealth Management · Buffalo, New York
Phillip Frattali is a fee-only financial advisor at Sanderson Wealth Management in Buffalo, New York, who holds the CFA credential. Phillip focuses on estate & legacy planning, retirement planning and family wealth transfer. Sanderson Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Sanderson Wealth Management |
|---|---|
| Based in | Buffalo, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $1.43B across 1,755 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NY · CRD 6121930 |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.sandersonllc.com |
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Questions about Phillip
Is Phillip Frattali a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Phillip holds no broker registration, and Sanderson Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Phillip charge for financial advice?
Phillip's firm, Sanderson Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Phillip Frattali based?
Phillip Frattali is based in Buffalo, New York.
What does Phillip specialize in?
Phillip's specialties include estate & legacy planning, retirement planning, family wealth transfer and founders (pre-exit). Phillip works with ultra high net worth and multi-generational families.
What credentials does Phillip Frattali hold?
Phillip Frattali holds the CFA credential.
Is Phillip Frattali registered with the SEC?
Yes. Phillip Frattali is registered as an investment adviser representative in NY (CRD 6121930), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sanderson Wealth Management manage?
Sanderson Wealth Management reports $1.43B across 1,755 accounts in assets under management.
How do I contact Phillip Frattali?
Through Phillip's website, www.sandersonllc.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
- Sanderson 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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