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The fee is billed in advance and is negotiable.","source":"FRAZIER PART 2A OF FORM ADV, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Frazier Financial Advisors use?","answer":"Frazier Financial Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $565M and Fidelity Brokerage Services LLC (Smithfield, RI), with $390M. 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 Frazier Financial Advisors have?","answer":"Frazier Financial Advisors has 12 investment adviser representatives registered with state securities authorities, out of 20 employees, and 15 perform investment advisory functions. 8 employees are registered representatives of a broker-dealer and 13 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 Frazier Financial Advisors invest in?","answer":"At the end of its last fiscal year, Frazier Financial Advisors’ separately managed accounts held 84% registered funds (mutual funds, ETFs, BDCs), 11% exchange-traded equities, 3% pooled vehicles (private funds and similar), 1% state and local bonds and 1% cash and equivalents.","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 Frazier Financial Advisors?","answer":"Frazier Financial Advisors’ direct owners are Joshua Frazier, Andrew Gephart, Benjamin Foor, Brian Houts and Madeline Keegan, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 8 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Frazier Financial Advisors get paid?","answer":"Frazier Financial Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}