Fragasso Financial Advisors's Form ADV discloses 1.25% on the first $500,000, 1.00% on the next $500,000, 0.75% on the next $4 million, 0.50% on the next $5 million, 0.45% on the next $10 million, and 0.30% on assets above $20 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #123255), Fragasso Financial Advisors is subject to fiduciary duty under federal law.
Fragasso Financial Advisors is headquartered in SEWICKLEY, PA.
Fragasso Financial Advisors serves 758 high-net-worth clients according to their SEC filing dated July 8, 2026. View client details ↓
According to their SEC Form ADV, Fragasso Financial Advisors offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
Fragasso Financial Advisors manages $2.8 billion in client assets according to their SEC filing dated July 8, 2026.
According to their SEC Form ADV, Fragasso Financial Advisors serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓