FRAGASSO FINANCIAL ADVISORS

Overview

Fragasso Financial Advisors is an independent registered investment adviser that manages portfolios primarily for individuals, families and smaller institutions. The firm blends fee-based portfolio management with financial planning and pension consulting services, charging a mix of percentage-of-AUM and fixed fees. Fragasso shows a clear allocation preference for equities — particularly exchange-traded products — while integrating third‑party alternative managers into client programs where appropriate. The firm has been recognized in industry lists, appearing in Forbes’ coverage of top RIAs in recent years. Their advisory lineup is built around discretionary portfolio management and planning for private clients and small businesses, with additional pension consulting on select engagements. Operationally they custody most client assets at a single primary custodian, which supports the firm’s model of centralized trade execution and reporting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices