Frankly Finances
Firm details
- Headquarters
- ,
- CRD number
- 321270
- Registered since
- January 22, 2024
- Website
- www.franklyfinances.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Subscription Fees, Fixed Fees
- Client types
- HNWI98.84%
- Individuals0.57%
- Pension & Profit Sharing Plans0.51%
- Charitable Organizations0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Frankly Finances is an independent limited liability advisory firm that registered with the SEC in 2024. Ownership is held by an individual and the firm serves both high-net-worth individuals and family clients as well as some institutional relationships. Its advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. The firm’s fee model does not rely on asset-based billing; instead it charges hourly, subscription, or fixed fees. Frankly Finances does not position itself as an ESG-focused manager in its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Cash & Cash Equivalents6%
- Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
1 of 1
Frank Garcia
Co-Chief Investment Officer / Wealth AdvisorCRD 5657015
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$125M in ETFs
40%
$50.6M
58%
$74.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV) | Dimensional | Active | Large Value | $14.8M | 268,240 | 11.76% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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