Frazier Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 1, 2021. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Clients purchasing Financial Planning Services alone will be charged on an hourly basis of $300/hour with a minimum financial planning fee of $1,500, which includes up to 5 hours of professional time.”

Flat or project fee

$1,500

From the same sentence as above.

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

How Frazier Wealth Management bills

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

• “In certain circumstances, FWM’s fees may be negotiable.”
• “The specific manner in, which fees are charged by FWM is established in a client’s written agreement with FWM Client’s will be billed in arrears on the first business day following the end of a quarter.”
• “Relationships initiated or terminated during a billing quarter will be charged a prorated fee.”

How Frazier Wealth Management’s fees compare

• Its hourly rate of $300 is above the Pennsylvania median of $250. 57% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500 is below the Pennsylvania median of $3,650. 20% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.

About Frazier Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$1,068,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

312434

Website

frazierwealthmanagement.com (opens in new tab)

Phone

(570) 213-9330

Other planners in Pennsylvania that publish fees

• 100 Plus PlanningCenter Valley$1,000⁠-⁠$6,000
• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000⁠-⁠$6,000
• 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
• A Better Way Financial, LLCAllentown$500⁠-⁠$2,399/yr
• A. Neff Associates LLCPittsburgh$150/hr

Compare all 621 planners in Pennsylvania