Lisa Tharp
Lisa Tharp is a registered investment advisor at Frugal Financial Retirement Plan Services, LLC, based in Saint Petersburg, FL, with 10 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 138 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.10% |
Advisory fees are negotiable at the sole discretion of the firm, and arrangements with any particular client can differ from those described above. Should a client have more than one account managed by the Firm, then the Firm can elect - at its sole discretion, to aggregate the client’s accounts for the purpose of computing management fees.
Fee Estimator
Location
Saint Petersburg, FL
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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 Activities
Lisa works in client services for Employee Fiduciary, LLC, a third-party administrator for 401k plan sponsors, since 2011. This role requires about half of Lisa's time and involves providing client service duties to both Employee Fiduciary and Frugal Financial Retirement Plan Services, LLC.
Employment History
Current Registrations
Frugal Financial Retirement Plan Services, LLC
State Registrations8 states
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