Elizabeth Peck is a CFP-designated registered investment advisor at Frazier Financial Consultants, LLC, based in Katonah, NY, with 5 years of industry experience. Elizabeth 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, High Net Worth, and 5 more. Their firm serves 89 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.65% |
| $2M+ | 0.50% |
FFC charges a reduced fee for assets held in employer sponsored retirement plans of 0.25% of the value assets based on their value of the last day of the preceding calendar quarter. Fees are negotiable.
Fee Estimator
Contact
Elizabeth Peck
Location
Katonah, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Elizabeth is a contributing writer for Forbes since 2017 and a Financial Education Advisor for Copper Bank since 2020, dedicating a few hours per week to Forbes. She is also the author and founder/managing member of FinLit Learning, LLC, created for tax purposes related to her other business activities.
Employment History
Current Registrations
Frazier Financial Consultants, LLC
State Registrations1 state
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Exams
Additional Information
I am a fee-only CFP® professional, the author of 'Beyond Piggy Banks and Lemonade Stands: How to Teach Young Kids About Finance', and a regular contributor at Forbes. I've been featured in national media such as WSJ, Fox, NBC, People and PBS. My goal through my practice, speaking, writing and partnerships is to simplify finance so anyone can live a financially healthy life. I am based in Westchester, NY and work with clients across the country. In addition to my CFP, I have my MBA, and am a member of the National Association of Personal Financial Advisors. I am a part of our family firm, Frazier Financial Consultants in NC, which was founded in 1986. As a family business founded upon trust, transparency, and devotion, some of our clients have been with FFC for 30+ years, and most of our clients are based on referrals.