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They include 1,315 individual clients, 758 high-net-worth individuals, and 83 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 8 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Fragasso Financial Advisors offer?","answer":"Fragasso Financial Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Fragasso Financial Advisors charge?","answer":"Fragasso Financial Advisors charges 0.30%–1.25% a year for its Asset Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"FORM ADV PART 2A FIRM BROCHURE, filed 7 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Fragasso Financial Advisors use?","answer":"Fragasso Financial Advisors’ separately managed account assets are held at Charles Schwab Corporation (Westlake, TX), with $2.55B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Fragasso Financial Advisors have?","answer":"Fragasso Financial Advisors has 18 investment adviser representatives registered with state securities authorities, out of 35 employees, and 28 perform investment advisory functions. 18 employees are registered representatives of a broker-dealer and 16 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Fragasso Financial Advisors invest in?","answer":"At the end of its last fiscal year, Fragasso Financial Advisors’ separately managed accounts held 66% exchange-traded equities, 27% registered funds (mutual funds, ETFs, BDCs), 3% other, 2% investment grade corporate bonds, 1% non-exchange-traded equities and 1% cash and equivalents. 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