Vered Frank
StackWealth · New York, New York
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.
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Who they serve
- Tech employees
- Mid-life transitions
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 |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in NY · CRD 4699681 |
| Exams passed | Series 63 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | stackwealth.com |
| Profile |
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Questions about Vered
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- StackWealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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