Adam Frank is a CFP-designated registered investment advisor at Frank Finances LLC, based in New York, NY, with 6 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 23 clients with $5.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Frank Finances offers ongoing planning and investment management for a fixed annual fee, charged quarterly:
- $1 to $1,000,000 — $2,100 per year ($525 per quarter)
- $1,000,001 to $3,000,000 — $3,500 per year ($875 per quarter)
- Over $3,000,000 — $5,000 per year ($1,250 per quarter)
Location
New York, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adam works as a financial coach/consultant from his home as a sole proprietor, focusing on budgeting and debt management since 2018. This activity takes minimal time.
Employment History
Current Registrations
Frank Finances LLC
State Registrations3 states
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