FT
CFP
FT
CFP

Frank Tamplin

18 Years of Experience
Atlanta, GA
Broker

Frank Tamplin is a CFP-designated registered investment advisor at Arkadios Wealth Advisors, based in Atlanta, GA, with 18 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12,091 clients with $3.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
209 advisors
Number of Clients
12,091 clients
Average Client Portfolio
$319K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K+1.50%

Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2827 Peachtree Road Suite 640, Atlanta, GA, 30305

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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 Activities

Frank is associated with Clover Capital Partners, a DBA, since November 2024.

Employment History
Current Registrations
Arkadios Wealth Advisors
November 2024 - Present · 1 yr 6 mos
Arkadios CapitalBroker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
March 2023 - November 2024 · 1 yr 8 mos
Cambridge Investment Research, INC.Broker
March 2023 - November 2024 · 1 yr 8 mos
Mercer Global Advisors INC.
April 2022 - March 2023 · 11 mos
Arkadios CapitalBroker
February 2017 - March 2022 · 5 yrs 1 mo
Acg Wealth INC.
March 2012 - December 2022 · 10 yrs 9 mos
Triad Advisors, INC.Broker
July 2009 - April 2017 · 7 yrs 9 mos
LPL Financial Corporation
March 2008 - August 2009 · 1 yr 5 mos
LPL Financial CorporationBroker
February 2008 - August 2009 · 1 yr 6 mos
State Registrations11 states
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AdvisorBrokerBoth

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.
Frank Tamplin - Financial Advisor | TrueAdvisor