Abbie Frishman
Advisor at MBI LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Abbie Frishman is a CFP® professional with one year of industry experience, currently serving as an advisor at MBI LLC. She has held positions at May Barnhard Investments LLC since 2024 and has been a councilor at Councilor, Buchanan & Mitchell, P.C. since 2017. Frishman is also involved in divorce financial planning. MBI LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, retirement plans, and not-for-profit organizations. The firm employs a combined investment approach using fundamental and technical analysis alongside modern portfolio theory, managing accounts with individualized Investment Policy Statements and offering both discretionary and non-discretionary services.
Client services
Based on MBI LLC
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
Based on MBI LLC
Real estate investing
General retirement planning
College savings (529s, UTMA, etc.)
Fee options
Fixed-fee arrangements for financial planning services without assets under management; specific amounts not stated.
$0 - $750,000: Negotiable $750,001 - $1,250,000: 0.90% $1,250,001 - $2,500,000: 0.80% $2,500,001 - $3,750,000: 0.70% $3,750,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001+: Negotiable
Hourly charges apply for financial planning services when assets are not under management; specific rates not stated.
Fee-only: Financial planning fees for clients without assets under management are charged on an hourly or fixed-fee basis; fees are based on hourly charges or fixed-fee arrangements.
Location
7910 Woodmont Ave, Suite 500
Bethesda, MD 20814
Most active in
Abbie F has reported serving >5 clients in these states in the last 12 months.
Maryland
Work history
May Barnhard Investments Llc
2024 - Present (2 years)
Councilor, Buchanan & Mitchell, P.C.
2017 - Present (9 years)
May & Barnhard, PC
2017 - 2017 (1 year)
Hood & Hodges, PA
2016 - 2017 (1 year)
RW Warner, Inc. / Warner Service, Inc.
2013 - 2016 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Kevin L
CFP®, Series 65
Reston, VA
Oakton Financial, LLC
Alexander L
CFA®, Series 63
Bethesda, MD
Noordzee Capital LLC
Christopher R
CFP®, Series 63
Chevy Chase, MD
Green View Advisors LLC
Kathleen M
CFP®, Series 65
Laurel, MD
McQuade, Kathleen Mary
David H
CFP®, Series 63
Fairfax, VA
David N. Hainsworth, C.P.A., P.C.
Samir B
Series 63, Series 65
Washington, DC
SHB Advisors
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")