Frank Financial Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“On an hourly basis of $250 per hour.”

Flat or project fee

$1,000⁠-⁠$10,000

“As a fixed fee, typically ranging from $1,000 to $10,000 depending on the nature and complexity of each client’s circumstances, or”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Frank Financial Advisors bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Management fees shall be prorated for each capital contribution and withdrawal made during the applicable calendar quarter (with the exception of de minimis contributions and withdrawals).”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee.”
• “Upon termination of any account, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due and payable.”

How Frank Financial Advisors’ fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• 6 of the 25 other planners in Carlsbad that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the California median of $5,000. 57% of the 796 other California planners that publish a flat or project fee charge less.
• 5 of the 15 other planners in Carlsbad that publish a flat or project fee charge less.

About Frank Financial Advisors

• Firm size: 2 employees.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Minimum

$500,000 in assets (stated in brochure)

Clients

140

Employees

2

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$188,217,262

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

147537

Website

plus.google.com/+frankfinancialadvisorscarlsbad (opens in new tab)

Phone

(760) 438-3360

Can advise clients in 4 states: California, Louisiana, New Hampshire, Texas

Other planners in Carlsbad that publish fees

• 77 Financial GroupCarlsbad$2,000⁠-⁠$10,000
• Advisors Wealth Management, IncCarlsbad$225/hr
• Andrew Marshall Financial LLCCarlsbad$360/hr, $5,000
• Axxcess Wealth Management, LLCCarlsbad$100⁠-⁠$500/hr
• Beacon Financial Management LLCCarlsbad$200/hr, $3,000
• Birchwood CapitalCarlsbad$350/hr

Compare all 34 planners in Carlsbad