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FRAZIER FINANCIAL CONSULTANTS, LLC

109 Conner Drive
Suite 205
Chapel Hill, North Carolina 27514
Tel: 919-929-6940

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About FRAZIER FINANCIAL CONSULTANTS, LLC

FRAZIER FINANCIAL CONSULTANTS, LLC, formally registered with the SEC as FRAZIER FINANCIAL CONSULTANTS, LLC. The firm was established in 10/18/2016. They have over 2 offices throughout the country.

FRAZIER FINANCIAL CONSULTANTS, LLC is a Chapel Hill, North Carolina based Financial Planning firm with nearly $184,027,324 assets under management, offering retirement planning & investment advisory services to 315 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#112897
SEC#801-108521
Assets Managed by Firm$184,027,324
No. of Clients315
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total315$184,027,324
Individuals (other than high net worth individuals)38$15,362,823
High net worth individuals53$166,650,334
Charitable organizations1$2,014,167

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