# Tanya Frias

> Tanya Frias is a fee-only financial advisor at WealthMore in Philadelphia, Pennsylvania, who holds the CFP credential. Tanya charges an ongoing planning fee (ongoing planning from $499 a year).

Page: https://find.wellspent.co/advisors/tanya-frias/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** WealthMore
- **Based in:** Philadelphia, Pennsylvania
- **Fee model:** Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $499 a year
- **Accepting new clients:** Not currently (firm's website)
- **Assets under management (firm):** $100K across 89 accounts
- **Credentials:** CFP
- **CRD:** 4250965 (https://adviserinfo.sec.gov/individual/summary/4250965)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (2001), Series 66 (2003)
- **Firm size:** 10 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.joinwealthmore.com

## Frequently asked questions

### Is Tanya Frias a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Tanya holds no broker registration, and WealthMore reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Tanya charge for financial advice?

Tanya charges an ongoing planning fee.

### How much does Tanya charge?

According to WealthMore's website, checked October 30, 2026: ongoing planning from $499 a year.

### Where is Tanya Frias based?

Tanya Frias is based in Philadelphia, Pennsylvania.

### What credentials does Tanya Frias hold?

Tanya Frias holds the CFP credential.

### Is Tanya Frias registered with the SEC?

Yes. Tanya Frias is registered as an investment adviser representative in NY (CRD 4250965), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does WealthMore manage?

WealthMore reports $100K across 89 accounts in assets under management.

### How do I contact Tanya Frias?

Through Tanya's website, www.joinwealthmore.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4250965): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://joinwealthmore.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.