Frazier Financial Consultants provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 51–100 clients last fiscal year.
Frazier Financial Consultants reports 89 clients. They include 56 high-net-worth individuals, 31 individual clients and 2 charitable organizations. Of its assets, 100.0% ($196M across 323 accounts) are managed with discretion. It advised 119 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 35% | 7% |
| High-net-worth individuals | 63% | 92% |
| Charitable organizations | 2% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 31 | $13.5M | 6.9% | $437K |
| High-net-worth individuals | 56 | $181M | 92.1% | $3.22M |
| Charitable organizations | Fewer than 5 | $2M | 1.0% | $998K |
| Total | 89 | $196M | 100% | — |
- Clients
- 31
- Regulatory AUM
- $13.5M
- AUM share
- 6.9%
- Avg. per client
- $437K
- Clients
- 56
- Regulatory AUM
- $181M
- AUM share
- 92.1%
- Avg. per client
- $3.22M
- Clients
- Fewer than 5
- Regulatory AUM
- $2M
- AUM share
- 1.0%
- Avg. per client
- $998K
Total
- Clients
- 89
- Regulatory AUM
- $196M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 119
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Frazier Financial Consultants is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Hourly Financial Planning
- Clients who want financial planning services only are billed at $300 per hour in fifteen-minute increments; fees are negotiable.
Richard Frazier owns 75% or more of Frazier Financial Consultants. The leadership team of Frazier Financial Consultants includes Chief Compliance Officer Deborah Frazier. It has 3 employees.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Frazier Financial Consultants, LLC
Richard Frazier
Control person · since January 2024
Frazier Financial Consultants’ regulatory assets grew from $146M (January 2021) to $196M (February 2026); clients were 89 in both filings and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $196M | 89 | 3 | 2 |
| Feb 2025February 2025 | $184M | 92 | 3 | 2 |
| Apr 2024April 2024 | $160M | 90 | 3 | 2 |
| Mar 2023March 2023 | $143M | 90 | 3 | 2 |
| Feb 2022February 2022 | $164M | 82 | 3 | 2 |
| Jan 2021January 2021 | $146M | 89 | 3 | 2 |
Besides its headquarters, Frazier Financial Consultants has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
North Carolina · 1 listed address
- 109 Conner Drive, Suite 205, Chapel HillHQ
Contact and registration details
- Legal name
- Frazier Financial Consultants, LLC
- Headquarters
- 109 Conner Drive, Suite 205, Chapel Hill, NC 27514
- Phone
- 919-929-6940
- SEC file
- 801-108521
- Structure
- North Carolina LLC
- Fiscal year end
- December
Frazier Financial Consultants’ named custodian for separately managed accounts is Charles Schwab ($168M). Frazier Financial Consultants does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $168M100%
At year end, Frazier Financial Consultants’ separately managed accounts were mostly in funds (66%) and stocks (17%).
What the accounts hold
- Stocks17%
- Funds66%
- Bonds1%
- Cash4%
- Other12%
- Guaranteed funds (4%) & cd's (8%)12%
How many clients does Frazier Financial Consultants have?
Frazier Financial Consultants has 89 clients and manages $196 million for them, as of February 2026. They include 56 high-net-worth individuals, 31 individual clients and 2 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 February 2026
What services does Frazier Financial Consultants offer?
Frazier Financial Consultants provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Frazier Financial Consultants use?
Frazier Financial Consultants’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $168M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 February 2026
How many financial advisors does Frazier Financial Consultants have?
Frazier Financial Consultants has 3 investment adviser representatives registered with state securities authorities, out of 3 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
What does Frazier Financial Consultants invest in?
At the end of its last fiscal year, Frazier Financial Consultants’ separately managed accounts held 66% registered funds (mutual funds, ETFs, BDCs), 17% exchange-traded equities, 12% other, 4% cash and equivalents and 1% state and local bonds. The 12% other category is described as: Guaranteed Funds (4%) & CD'S (8%).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Frazier Financial Consultants?
Frazier Financial Consultants’ direct owner is Richard Frazier (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 4 February 2026
How does Frazier Financial Consultants get paid?
Frazier Financial Consultants 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
How do I contact Frazier Financial Consultants?
Frazier Financial Consultants’ main office is at 109 Conner Drive, Suite 205, Chapel Hill, NC 27514. Its phone number is 919-929-6940. Its website is frazierfinancialconsultants.com.
