Richard Frazier
Frazier Financial Consultants · Chapel Hill, North Carolina
Richard Frazier is a fee-only financial advisor at Frazier Financial Consultants in Chapel Hill, North Carolina, who holds the CFP credential. Frazier Financial Consultants reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Frazier Financial Consultants |
|---|---|
| Based in | Chapel Hill, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $196.0M across 323 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 5392241 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.frazierfinancialconsultants.com |
How Richard's firm compares
- Frazier Financial Consultants's average account is about $607,000, from its Form ADV (assets managed divided by 323 accounts).
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Questions about Richard
Is Richard Frazier a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Frazier Financial Consultants reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, Frazier Financial Consultants, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Richard Frazier based?
Richard Frazier is based in Chapel Hill, North Carolina.
What credentials does Richard Frazier hold?
Richard Frazier holds the CFP credential.
Is Richard Frazier registered with the SEC?
Yes. Richard Frazier is registered as an investment adviser representative in NC (CRD 5392241), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Frazier Financial Consultants manage?
Frazier Financial Consultants reports $196.0M across 323 accounts in assets under management.
How do I contact Richard Frazier?
Through Richard's website, www.frazierfinancialconsultants.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
- 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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