FRAZIER FINANCIAL CONSULTANTS, LLC

Overview

Frazier Financial Consultants, LLC is an independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small-business clients. Registered with the SEC in 2016 and owned by an individual, the firm runs a fee schedule that includes percentage-of-AUM billing along with hourly and fixed-fee engagements. Its advisory activity centers on customized planning and portfolio oversight rather than institutional consulting or multi-state pension work. The firm is not identified as an active ESG investor. Investment practice emphasizes pooled public vehicles as the core building blocks of client portfolios, supplemented by allocations to third-party alternative managers in real estate, commodities and oil & gas. Annuities and mutual funds are also part of the toolbox the firm uses to meet income, diversification and retirement objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices