RF
CFP
RF
CFP
Ron Frazier
18 Years of Experience
Tannersville, PA
2 Disclosures
Ron Frazier is a CFP-designated registered investment advisor at Frazier Wealth Management, based in Tannersville, PA, with 18 years of industry experience. Ron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$1.1M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2937 Route 611, Suite 15C, Tannersville, PA, 18372
Get directionsHistory
Regulatory History (2)
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Financial
November 2018Final
Customer Dispute
August 2008Settled
Other Business Activities
Ron is an Enrolled Agent and owner of EZ1040 Tax Service, which provides tax preparation and resolution services. The business started in December 2014.
Employment History
Current Registrations
Frazier Wealth Management
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Frazier Wealth Management
March 2014 - December 2018 · 4 yrs 9 mos
PNC Investments
December 2011 - October 2013 · 1 yr 10 mos
LPL Financial LLC
February 2009 - December 2011 · 2 yrs 10 mos
Charles Schwab & CO., INC.
June 2005 - February 2009 · 3 yrs 8 mos
State Registrations1 state
PA
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.