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Peter Frantzis

Cyndeo Wealth Partners
20 Years of Experience
St. Petersburg, FL
Sells Insurance
View SEC Summary
View SEC Summary

Peter Frantzis is a registered investment advisor at Cyndeo Wealth Partners, based in St. Petersburg, FL, with 20 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,225 clients with $3.2B in assets under management.

Cyndeo Wealth Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
1,225 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fees range from 0.30% to 2.00% depending on asset value, complexity, and administration level. Fees are negotiable and billed quarterly in advance.

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

Location

300 1st Avenue South, 3rd Floor, St. Petersburg, FL, 33701

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Peter is an independent licensed insurance agent selling life insurance and annuities since June 2020. He also serves as a trustee for the Solomon Matthew Kilgroe Parents & Children Trust, dedicating minimal time to this role.

Employment History
Current Registrations
Cyndeo Wealth Partners
June 2020 - Present · 6 yrs 4 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
June 2020 - December 2021 · 1 yr 6 mos
UBS Financial Services INC.
February 2012 - July 2020 · 8 yrs 5 mos
UBS Financial Services INC.Broker
February 2012 - July 2020 · 8 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2006 - February 2012 · 5 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2006 - February 2012 · 6 yrs 1 mo
State Registrations2 states
FLTX
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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