Firm
Frank Finances
New York, New York
Fee-only
Facts
| Based in | New York, New York |
|---|---|
| Website | frankfinances.com |
| Phone | (917) 749-7706 |
Frank Finances fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,100 a year |
|---|---|
| One-time plan | From $750 |
| How it charges | Ongoing planning fee · One-time plans or projects |
In the firm's words
"$2,100 - $5,000 per person per year." source
"$750 - $2,500 per person." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $7 million |
| Individual clients | 23 |
| Financial planning | Offered |
| Form ADV filed | March 20, 2026 |
| SEC record | CRD 305886 |