Firm
Frazier Financial Consultants
Chapel Hill, New York
Fee-only
Frazier Financial Consultants at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 87 individual clients, 56 of them high net worth.
- Its average account is about $607,000 (assets it manages divided by its 323 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Chapel Hill, New York |
|---|---|
| Website | frazierfinancialconsultants.com |
| [email protected] | |
| Phone | (919) 929-6940 |
Frazier Financial Consultants fees
Frazier Financial Consultants doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $196 million |
| Individual clients | 31 |
| High-net-worth clients | 56 |
| Accounts managed | 323 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-108521) |
| Financial planning | Offered |
| Form ADV filed | February 4, 2026 |
| SEC record | CRD 112897 |