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Barret Frost

Breakaway Independent Advisors, LLC
23 Years of Experience
San Diego, CA
1 Disclosure
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Barret Frost is a registered investment advisor at Breakaway Independent Advisors, LLC, based in San Diego, CA, with 23 years of industry experience. Barret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 5 clients with $3.3M in assets under management.

Breakaway Independent Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
5 clients
Average Client Portfolio
$659K average
Assets Under Management
$3.3M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%. Fees are negotiable and charged quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2305 Historic Decatur Rd., Ste 100, San Diego, CA, 92106

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
February 1996
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Breakaway Independent Advisors, LLC
April 2026 - Present · 6 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2020 - December 2023 · 3 yrs 8 mos
Fidelity Brokerage Services LLCBroker
January 2018 - November 2019 · 1 yr 10 mos
LPL Financial LLC
April 2003 - December 2017 · 14 yrs 8 mos
LPL Financial LLCBroker
April 2003 - December 2017 · 14 yrs 8 mos
Securities America, INC.Broker
April 2002 - April 2003 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2000 - April 2002 · 2 yrs 2 mos
State Registrations1 state
CA
Advisor

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.

Exams
No exam information available for this advisor.
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