Frank Arias
Frank Arias is a registered investment advisor at F. L. Arias & Associates, LLC, based in Chandler, AZ, with 14 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
Chandler, AZ
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 independent insurance agent since 2007, spending a few hours per week selling insurance products. He also works full-time as a wellness coach for United Healthcare, conducting health assessments for clients.
Employment History
Current Registrations
F. L. Arias & Associates, LLC
Previous Registrations
Centaurus Financial, INC.
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.