Richard Frazier has been Managing Member / Owner of Frazier Financial Consultants since January 2024, is a control person of the firm and directly owns 75% or more of it. Richard Frazier studied at Appalachian State University.
Frazier Financial Consultants, LLC is a Chapel Hill, NC firm with $196M under management, 89 clients and 3 advisers across 2 offices, as of its February 2026 filing.
Richard Frazier is the sole LLC owner of Frazier Financial Consultants. He joined the firm as a Financial Assistant in 2003 after graduating from Appalachian State, and became a Financial Planner in 2006.
- – present · 13 yearsChapel Hill, NC · Adviser representative · Firm CRD 112897
- – · 4 yearsChapel Hill, NC · Adviser representative · Firm CRD 112897
Professional designations
Listed by Frazier Financial Consultants
- CFP®
Investment adviser representative registrations
Richard Frazier is registered as an investment adviser representative in North Carolina, since May 2013.
- North CarolinaSince 17 May 2013
Examinations
No examinations are on Richard Frazier’s record.
- Full name
- Richard Patrick Frazier
- CRD
- 5392241
- Firm
- Frazier Financial Consultants · CRD 112897
- Role
- Managing Member / Owner
- Office
- 109 CONNER DRIVE, SUITE 205, Chapel Hill, NC 27514
- Registration
- Investment adviser registration
- In the industry since
- August 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- frazierfinancialconsultants.com
Where does Richard Frazier work?
Richard Frazier has been Managing Member / Owner of Frazier Financial Consultants, LLC since January 2024, and is a control person of the firm.
Is Richard Frazier a financial advisor?
Yes. Richard Frazier has a current investment-adviser registration in North Carolina, through Frazier Financial Consultants since May 2013.
How many years of experience does Richard Frazier have?
Richard Frazier has 18 years in the financial industry, since August 2008, across 1 adviser firm.
Where is Richard Frazier based?
Richard Frazier’s registered office is in Chapel Hill, NC.
Is Richard Frazier registered with FINRA?
No. Richard Frazier has no current broker registration.
Is Richard Frazier a CFP?
Frazier Financial Consultants lists Richard Frazier with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Richard Frazier, CFP® biography, frazierfinancialconsultants.com
How can I verify Richard Frazier’s record?
Search CRD 5392241 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Richard Frazier’s full registration record.
