Frisco Financial Planning

RIASEC Registered

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 a single-owner independent registered investment adviser organized as an LLC. The firm registered with the SEC in 2024 and focuses on individual and family clients, delivering financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements include both percentage-of-AUM and fixed-fee engagements. Services listed on regulatory filings also include the publication of periodicals or newsletters. The firm reports an equity-oriented investment preference and does not identify as an ESG investor, a pension consultant, or a capital allocator.