Overview
Assets Under Management: $110 million
High-Net-Worth Clients: 38
Average Client Assets: $3 million
Frequently Asked Questions
FRISCO FINANCIAL PLANNING LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #132585), FRISCO FINANCIAL PLANNING LLC is subject to fiduciary duty under federal law.
FRISCO FINANCIAL PLANNING LLC serves 38 high-net-worth clients according to their SEC filing dated March 04, 2025. View client details ↓
According to their SEC Form ADV, FRISCO FINANCIAL PLANNING LLC offers financial planning and portfolio management for individuals. View all service details ↓
FRISCO FINANCIAL PLANNING LLC manages $110 million in client assets according to their SEC filing dated March 04, 2025.
According to their SEC Form ADV, FRISCO FINANCIAL PLANNING LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.38
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 201
Discretionary Accounts: 201
Regulatory Filings
CRD Number: 132585
Last Filing Date: 2025-03-04 00:00:00
Website: https://ffplan.com