Frank Molinar
Frank Molinar is a CFP-designated registered investment advisor at Molinar & CO Financial Advocates, based in Phoenix, AZ, with 38 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.25% |
| $300K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
The advisory fee is a straight tier meaning each breakpoint is retroactive to the first dollar.
Fee Estimator
Location
2801 E Camelback Rd Ste 200, Phoenix, AZ, 85016
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Frank is an investment advisor representative (IAR) with Securities America Advisors and Verus Capital Partners LLC, spending nearly full-time on these activities. He also sells fixed insurance products as a sole proprietor, dedicating a few hours per week, and provides pro bono financial counseling to veterans and service members, taking about a quarter of his time.
Employment History
Current Registrations
Molinar & CO Financial Advocates
Previous Registrations
Retirement Consultants, INC.
Verus Capital Partners, LLC
Verus Capital Partners, LLC
Securities America, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
Ameritas Investment CORP.Broker
W. S. Griffith & CO., INC.Broker
Phoenix Equity Planning CorporationBroker
Walnut Street Securities, INC.Broker
Sentra Securities CorporationBroker
Guardian Investor Services CorporationBroker
Washington National Equity CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.