Frankly Finances
SEC RegisteredEducating & empowering investors to become their own best advocate
About the firm
Frankly Finances offers hourly and flat-fee financial advice designed to help investors become their own best advocates. Their model avoids asset-based fees, instead providing full-service financial planning, investment strategy reviews, tax optimization, and family consulting services. Their stated goal is to make clients less dependent on their services over time.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Full financial planning (including cash flow analysis, college savings, Social Security strategies, and estate plan review), investment strategy review, tax optimization, insurance review, multi-generational planning, and family consulting services for ultra-high-net-worth families. Advice is offered on an hourly or flat-fee annual retainer basis.
Who they serve
Individual investors and families, including a specialized offering for families with a net worth of $25 million and higher.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 4 | $1.2M |
| High Net Worth Individuals | 21 | $202M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 3 | $1.0M |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of February 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Frankly Finances 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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