Frazier Financial Advisors, LLC

Frazier Financial Advisors, LLC (CRD# 106649) is a financial advisory firm headquartered in Dublin, OH. They manage $168,800,000 in 1,082 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    169
    MILLION
  • Total Number of Accounts
    1,082
    ACCOUNTS
  • Average Account Value
    $156,007
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, OH, PA, TX

Financial Advisors at Frazier Financial Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
James A. Frazier
CRD#: 1761514
6025 Avery Road, Dublin, OH 43016
93
Wealthminder
score

James Frazier (CRD# 1761514) is an Investment Advisor Representative working at Frazier Financial Advisors, LLC in Dublin, OH and has over 24 years of experience in the finance industry.

2
Benjamin M. Foor
CRD#: 6246891
6300 Frantz Road, Dublin, OH 43017
88
Wealthminder
score

Benjamin Foor (CRD# 6246891) is an Investment Advisor Representative working at Frazier Financial Advisors, LLC in Dublin, OH and has over 2 years of experience in the finance industry.

3
Jane M. Callahan
CRD#: 2594288
6025 Avery Road, Dublin, OH 43016
87
Wealthminder
score

Jane Callahan (CRD# 2594288) is an Investment Advisor Representative working at Frazier Financial Advisors, LLC in Dublin, OH and has 1 year of experience in the finance industry.

4
Joshua J. Frazier
CRD#: 5704259
6025 Avery Road, Dublin, OH 43016
87
Wealthminder
score

Joshua Frazier (CRD# 5704259) is an Investment Advisor Representative working at Frazier Financial Advisors, LLC in Dublin, OH and has 1 year of experience in the finance industry.

5
Timothy R. Stevenson
CRD#: 5805912
6025 Avery Road, Dublin, OH 43016
87
Wealthminder
score

Timothy Stevenson (CRD# 5805912) is an Investment Advisor Representative working at Frazier Financial Advisors, LLC in Dublin, OH and has over 2 years of experience in the finance industry.

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