FRISCH FINANCIAL GROUP, INC.
SEC RegisteredDo you want financial peace of mind and the tools to reach your financial goals?
About the firm
Founded in 1999, Frisch Financial Group provides a boutique experience with a personalized, high-touch approach to customizing your roadmap to financial success. As fee-only, fiduciary advisors, they help clients protect, preserve, and enhance their wealth through investment management expertise and financial planning services. They do not sell products and are legally and ethically bound to work in clients' best interest.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management and financial planning services, delivered through a holistic, comprehensive wealth management approach called The Frisch Process, with fee-only, conflict-free advice.
Who they serve
Individuals and families seeking to protect, preserve, and enhance their wealth, including women planning for retirement.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 243 | $104M |
| High Net Worth Individuals | 358 | $819M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
Data as of April 10, 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. FRISCH FINANCIAL GROUP, INC. 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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