Frisco Financial Planning's Form ADV discloses 1.00% on the first $1 million, 0.85% on the next $2 million, 0.70% on the next $3 million, and 0.55% on assets above $6 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #132585), Frisco Financial Planning is subject to fiduciary duty under federal law.
Frisco Financial Planning serves 43 high-net-worth clients according to their SEC filing dated July 14, 2026. View client details ↓
According to their SEC Form ADV, Frisco Financial Planning offers financial planning and portfolio management for individuals. View all service details ↓
Frisco Financial Planning manages $131 million in client assets according to their SEC filing dated July 14, 2026.
According to their SEC Form ADV, Frisco Financial Planning serves high-net-worth individuals. View client details ↓