Tanya Frias
WealthMore · Philadelphia, Pennsylvania
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).
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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 |
| Assets under management | $100K across 89 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 4250965 |
| Exams passed | Series 63 (2001) · Series 66 (2003) |
| Firm size | 10 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.joinwealthmore.com |
How Tanya's firm compares
- Ongoing planning starts at $499 a year, below the Pennsylvania median of $3,600 for fee-only firms that publish prices.
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Questions about Tanya
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.
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
- WealthMore 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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