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CFP

Tanya Frias

Wealth More Enterprise, INC.
23 Years of Experience
Philadelphia, PA
1 Disclosure
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Tanya Frias is a CFP-designated registered investment advisor at Wealth More Enterprise, INC., based in Philadelphia, PA, with 23 years of industry experience. Tanya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 76 clients with $76K in assets under management.

Wealth More Enterprise, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
76 clients
Average Client Portfolio
$1K average
Assets Under Management
$76K

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

Wealth More offers investment management through a wrap fee program.

For the Invest+ Plan, Wealth More charges a monthly fee of $25 (or $300 annually).

For the Premium+ Plan, Wealth More charges a monthly fee of $125. A minimum investment balance of $30,000 is required to maintain the Premium Advice+ Plan.

View Full SEC Brochure

Location

1900 Market Street, Philadelphia, PA, 19103

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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.
Financial
August 2020
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Tanya works as an advisor for Quantitative Finance and Andwise, a fintech/IAR company, since January 2023. She dedicates about a quarter of her time to Andwise (financial education) and minimal time to Quantitative Finance (advising on business and compliance strategy).

Employment History
Current Registrations
Wealth More Enterprise, INC.
January 2026 - Present · 4 mos
Previous Registrations
Wealth More Enterprise, INC.
August 2024 - December 2025 · 1 yr 4 mos
Quantitative Finance LLC
January 2023 - November 2023 · 10 mos
Trust Advisory Group LTD
December 2020 - June 2022 · 1 yr 6 mos
Ages Financial Services, LTD.Broker
December 2020 - June 2022 · 1 yr 6 mos
MML Investors Services, LLC
October 2017 - December 2020 · 3 yrs 2 mos
MML Investors Services, LLCBroker
September 2017 - December 2020 · 3 yrs 3 mos
Wells Fargo Clearing Services, LLC
June 2016 - September 2017 · 1 yr 3 mos
Wells Fargo Clearing Services, LLCBroker
June 2016 - September 2017 · 1 yr 3 mos
J.P. Morgan Securities LLCBroker
February 2013 - June 2016 · 3 yrs 4 mos
J.P. Morgan Securities LLC
February 2013 - June 2016 · 3 yrs 4 mos
Hsbc Securities (USA) INC.
July 2008 - January 2013 · 4 yrs 6 mos
Hsbc Securities (USA) INC.Broker
July 2008 - January 2013 · 4 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2003 - June 2008 · 5 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2003 - June 2008 · 5 yrs 4 mos
Prudential Securities IncorporatedBroker
January 2001 - January 2003 · 2 yrs
State Registrations1 state
NY
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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