Rosemary Frank
Rosemary Frank Financial · Brentwood, Tennessee
Rosemary Frank is a fee-only financial advisor at Rosemary Frank Financial in Brentwood, Tennessee. Rosemary Frank Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Rosemary Frank Financial |
|---|---|
| Based in | Brentwood, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $36.5M across 50 accounts |
| SEC registration | Investment adviser representative in TN · CRD 4787101 |
| Exams passed | Series 63 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | rosemaryfrank.com |
How Rosemary's firm compares
- Rosemary Frank Financial's average account is about $730,000, from its Form ADV (assets managed divided by 50 accounts).
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Questions about Rosemary
Is Rosemary Frank a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rosemary holds no broker registration, and Rosemary Frank Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rosemary charge for financial advice?
Rosemary's firm, Rosemary Frank Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Rosemary Frank based?
Rosemary Frank is based in Brentwood, Tennessee.
Is Rosemary Frank registered with the SEC?
Yes. Rosemary Frank is registered as an investment adviser representative in TN (CRD 4787101), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rosemary Frank Financial manage?
Rosemary Frank Financial reports $36.5M across 50 accounts in assets under management.
How do I contact Rosemary Frank?
Through Rosemary's website, rosemaryfrank.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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