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They include 106 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 28 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Frank, Rimerman Advisors offer?","answer":"Frank, Rimerman Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Frank, Rimerman Advisors charge?","answer":"Frank, Rimerman Advisors charges 0.10%–0.70% a year for its Investment advisory fee. The fee is negotiable and has a $15,000 annual minimum.","source":"FRANK RIMERMAN - PART 2A MARCH 2026, filed 28 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Frank, Rimerman Advisors use?","answer":"Frank, Rimerman Advisors’ separately managed account assets are held at National Financial Services LLC (San Francisco, CA), with $1.98B and Charles Schwab & Co., Inc. (San Francisco, CA), with $1.26B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Frank, Rimerman Advisors have?","answer":"Frank, Rimerman Advisors has 2 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Frank, Rimerman Advisors invest in?","answer":"At the end of its last fiscal year, Frank, Rimerman Advisors’ separately managed accounts held 45% exchange-traded equities, 23% registered funds (mutual funds, ETFs, BDCs), 19% state and local bonds, 5% cash and equivalents, 5% other, 3% U.S. government and agency bonds and 1% non-exchange-traded equities. The 5% other category is described as: Legacy Holdings - Private Funds and Offerings.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Frank, Rimerman Advisors?","answer":"Frank, Rimerman Advisors’ direct owner is Frank, Rimerman + Co. LLP (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 28 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Frank, Rimerman Advisors get paid?","answer":"Frank, Rimerman Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Frank, Rimerman Advisors registered with the SEC?","answer":"Yes, Frank, Rimerman Advisors has been registered with the SEC as an investment adviser since 1 July 2003. 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