Frankly Finances

RIASEC RegisteredEst. 2024

Total AUM

$204M

Discretionary

$204M

100% of AUM

Avg account

$1.5M

Accounts

134

Employees

Advisory reps

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

FINTRX

Overview

Frankly Finances, LLC is an independent registered investment adviser that came onto the SEC registry in 2024. The firm is owned by an individual and serves both individual & family clients and institutional clients. Its advisory scope centers on personalized financial planning, portfolio management for individuals and small businesses, and pension consulting services. Pricing is non-asset-based: the firm uses hourly billing, subscription arrangements, and fixed fees rather than a percentage-of-assets model. Investment philosophy leans toward public-market fund vehicles rather than private fund allocations; the firm is not listed as a capital allocator and does not identify as an active ESG investor.