Cynthia Frazier is a CFP-designated registered investment advisor at Pine Cone, LLC, based in Centennial, CO, with 15 years of industry experience. Cynthia 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, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning services are offered for a fixed fee, expected to range between $300 and $5,000 per project, based on individual needs.
- Financial planning services are also offered at an hourly rate of $150 per hour.
Location
8127 S. Spruce Circle, Centennial, CO, 80112
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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
Cynthia is a CPA and owner of a tax preparation business since 1985. This non-investment related activity takes nearly full-time hours.
Employment History
Current Registrations
Pine Cone, LLC
Previous Registrations
H.D. Vest Advisory Services, INC
State Registrations2 states
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.