FR FINANCIAL ADVISORS LLC
SEC RegisteredWe help our clients Plan, Save and Invest.
About the firm
FR Financial Advisors built their firm around client needs, beginning with tax preparation and tax planning services before expanding to investment, insurance, and comprehensive wealth planning under one roof. For more than a decade, the firm has focused on creating long-term relationships with clients and their families, offering integrated advice that incorporates every aspect of their lives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth Management, Financial Planning, Risk Management, Retirement Planning, Investment Management, Tax Services, Strategic Planning, and Retirement Plans.
Who they serve
Clients and their families seeking long-term advisory relationships across all aspects of their financial lives.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 83 | $27M |
| High Net Worth Individuals | 37 | $90M |
| Charitable Organizations | 17 | $18M |
22 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| On the first $1,000,000 | 1.00% |
| On the next $1,000,000 | 0.90% |
| On the next $3,000,000 | 0.70% |
| On the next $5,000,000 | 0.60% |
| On the next $10,000,000 | 0.50% |
| On all amounts thereafter | 0.40% |
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FR FINANCIAL ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.