# Vered Frank

> Vered Frank is a fee-only financial advisor at StackWealth in New York, New York, who holds the CFP and MBA credentials. Vered charges a percentage of assets, an ongoing planning fee, a one-time planning fee and hourly fees.

Page: https://find.wellspent.co/advisors/vered-frank/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** StackWealth
- **Based in:** New York, New York
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP, MBA
- **Works with:** Tech employees, Mid-life transitions
- **CRD:** 4699681 (https://adviserinfo.sec.gov/individual/summary/4699681)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (2003)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://stackwealth.com

## Frequently asked questions

### Is Vered Frank a fee-only financial advisor?

Yes. Vered Frank is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Vered's firm.

### How does Vered charge for financial advice?

Vered charges a percentage of assets, an ongoing planning fee, a one-time planning fee and hourly fees.

### Where is Vered Frank based?

Vered Frank is based in New York, New York.

### What credentials does Vered Frank hold?

Vered Frank holds the CFP and MBA credentials.

### Is Vered Frank registered with the SEC?

Yes. Vered Frank is registered as an investment adviser representative in NY (CRD 4699681), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact Vered Frank?

Through Vered's website, stackwealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/52774): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.stackwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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