Fragasso Financial Advisors

Financial Advisor in McMurray, PA

Firm Info
Address: 3402 Washington Rd Suite 301, McMurray, PA 15317, USA
Phone: (412) 347-5508

Firm Size
Assets Under Management: $1.9 billion
# of Advisors: 27
# of Clients: 4,689
Client to Advisor Ratio: 174:1
Average Account Size: $415,789
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Fragasso Financial Advisors Overview

FRAGASSO FINANCIAL ADVISORS is a registered investment advisory firm that has been providing investment advice exclusively to its clients since 2012. Headquartered in Pittsburgh, PA, the firm operates on a fee-only basis, which means that it charges customers for its services directly, without accepting commissions or other forms of compensation from third parties. The firm's business model ensures that its advisors prioritize the best interests of their clients' financial goals. The firm offers a wide array of services to its clients, including financial planning, portfolio management for individuals and small businesses, and pension consulting services. FRAGASSO FINANCIAL ADVISORS' financial planning services are comprehensive and cover all aspects of clients' finances, including investments, taxes, insurance, and estate planning. For portfolio management services, the firm employs a disciplined process and a unique investment strategy tailored to individual clients' risk tolerances and financial goals. Finally, the firm's pension consulting services are intended for companies that need assistance in designing, implementing, and managing a successful retirement plan. In summary, FRAGASSO FINANCIAL ADVISORS is an investment-only, fee-only registered advisory firm based in Pittsburgh, PA, that has been operating since 2012. The firm provides a range of essential financial planning, portfolio management, and pension consulting services to help individuals and small businesses navigate the complex financial landscape successfully. The personalized approach offered by the firm ensures that clients receive tailored investment advice that is rooted in their unique circumstances and aligned with their long-term financial objectives.

FRAGASSO FINANCIAL ADVISORS is a highly reputable firm that caters to an array of clients spanning various industries and sectors. Their client base includes individuals, high net worth individuals, pension or profit sharing plans, and charitable organizations. Apart from these, they also serve other corporate entities, tailoring their services to meet specific needs and financial requirements. With a vast experience in the industry and a team of seasoned professionals, FRAGASSO FINANCIAL ADVISORS is well-equipped to offer top-tier financial advisory services to every client they serve. The firm offers a diverse range of fee structures depending on the type of service and specific needs of the client. Clients can choose between the percentage of asset under management (AUM) and fixed fees. The percentage of AUM option is ideal for high net worth individuals or businesses with substantial assets. In contrast, the fixed fee structure is perfect for clients who require specific services or products without the need for ongoing asset management. The team at FRAGASSO FINANCIAL ADVISORS works tirelessly to ensure that the financial plans they recommend are comprehensive, transparent, and cost-effective, tailor-made to suit the unique requirements of each client.

Typical Clients, Fee Structures & Investment Minimum

According to their Part 2 Brochure, Fragasso Financial Advisors' investment minimum for individual clients seeking investment advice is $250,000 of investable assets for the household. Retirement plans must have a minimum of $500,000 in plan assets. It is important to note that exceptions to these investment minimums may be granted at the sole discretion of FFA's certain advisory representatives.

How This Office Can Help McMurray, PA Residents

Fragasso Financial Advisors is a financial planning firm that provides personalized and comprehensive financial planning services to clients in McMurray, PA. The financial planners at Fragasso understand that each client is unique and has different financial goals and challenges. That's why they take the time to get to know each client and their individual financial situation before creating a custom financial plan tailored to their needs. Clients in McMurray, PA may face a variety of financial challenges, such as planning for retirement, saving for their children's education, managing debt, and investing for the future. The financial planners at Fragasso have a wealth of experience and expertise in all of these areas, and they work closely with clients to develop a plan that addresses their specific needs and goals. Whether it's developing a proactive investment strategy or creating a comprehensive retirement plan, Fragasso Financial Advisors is dedicated to helping clients in McMurray, PA achieve financial security and success.

To view the Minimum Investment and Fee Schedule for Fragasso Financial Advisors, visit their Part 2 Brochure.

Services Offered by Fragasso Financial Advisors

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Fragasso Financial Advisors most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 3402 Washington Rd Suite 301, McMurray, PA 15317, USA
Phone (412) 347-5508
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 610 SMITHFIELD STREET, SUITE 400, PITTSBURGH, PA 15222, United States

This firm has no other locations.

State Registrations

Fragasso Financial Advisors is registered to service clients in the following states:

  • Arizona
  • California
  • Connecticut
  • District of Columbia
  • Florida
  • Georgia
  • Maryland
  • Massachusetts
  • Michigan
  • New Jersey
  • New York
  • North Carolina
  • Ohio
  • Pennsylvania
  • South Carolina
  • Texas
  • Virginia
  • West Virginia

Disciplinary History

Fragasso Financial Advisors does not have any disclosures. Please visit it's Form ADV for more details.