Frazier Wealth Management
Frazier Wealth Management (CRD# 312434) is a financial advisory firm headquartered in Tannersville, PA. They manage $1,068,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management1MILLION
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Total Number of Accounts7ACCOUNTS
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Average Account Value$152,571
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Frazier Wealth Management
1
Ron Frazier (CRD# 4369966) is an Investment Advisor Representative working at Frazier Wealth Management in Tannersville, PA and has over 15 years of experience in the finance industry. Ron Frazier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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