Frisco Financial Planning

RIASEC RegisteredEst. 2024

Total AUM

$131M

Discretionary

$131M

100% of AUM

Avg account

$590K

Accounts

222

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 132585
Registered since: August 14, 2024
Website: ffplan.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI96.76%
Individuals3.24%
Services: Financial PlanningPortfolio Management for IndividualsPublication of Periodicals

Firm profile

FINTRX

Overview

Frisco Financial Planning is an independent, individually owned registered investment adviser organized as an LLC and SEC-registered in 2024. The firm focuses on individuals and families, offering financial planning, portfolio management for individuals and small businesses, and publishing periodic newsletters or market commentary. Its fee model combines percentage-of-AUM billing with fixed fees. Frisco does not present itself as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or related adviser.