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Brian Frack

Advisor at United Capital Financial Advisors

Updated today
United Capital Financial Advisors logo

Firm

United Capital Financial Advisors

Location

Larkspur, CA 94939

Credentials

CFP®, Series 66

Industry experience

11 years

About

Brian Frack is a CFP®-certified financial advisor with 11 years of experience, currently with United Capital Financial Advisors in Larkspur, CA. He has served as a trustee for a nonprofit special needs trust, a minister conducting occasional speaking engagements and ceremonies, and treasurer for the US Naval Academy Alumni Association. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations, utilizing discretionary portfolio management and customized investment strategies.

Client services

Based on United Capital Financial Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops
Sub-adviser for other investment advisers

Expertise

Based on United Capital Financial Advisors

ESG / Sustainable investing Annuities

Occupation focus

Based on United Capital Financial Advisors

Founder/Business Owner Retired

Demographic focus

Based on United Capital Financial Advisors

Values-based investing Religious/faith focused

Fee options

Fixed

Financial Planning fees can be negotiated as flat fees, ranging typically from $2,500 to $55,000 per year.

Percentage

$0 - $500,000: 1.50% $500,000 - $2,000,000: 1.25% $2,000,000 - $5,000,000: 1.15% $5,000,000 - $10,000,000: 1.00% $10,000,000+: 0.85%

Commissions

Commissions received on insurance products and variable annuities sold through affiliated broker-dealer and insurance agencies; commissions vary by product and arrangement.

Project-based

Hourly fees historically ranged from $200 to $500 per hour for Financial Planning services (prior to March 31, 2020).

Other

Account minimum: $500,000 Fee-only: Financial Planning fees typically between $2,500 and $55,000 per year, paid quarterly in advance; fees negotiated and can be higher or lower; prior to March 31, 2020, some clients paid hourly fees between $200 and $500 per hour.

Location

900 Larkspur Landing Circle, Ste 209

Larkspur, CA 94939

Most active in

California

Work history

United Capital Financial Advisors, Llc

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Arnie C

CFP®, EA

Vallejo, CA

Achievable Wealth, LLC

WHAT I DO: I help Locum Tenens physicians and advanced practice providers gain clarity about their finances, identify opportunities and pitfalls, and stay on track with a trusted accountability partner. WHY IT MATTERS: Three recurring concerns stand out in my conversations with Active Duty Military and Civilian physicians and advanced practice providers: Skill Atrophy – Concerns about staying clinically sharp and staying competitive due to limited patient volume or exposure to diverse clinical settings. Financial Catch-Up – After years of training, many feel the pressure to fast-track savings and build long-term financial security. Time Flexibility – A deep desire for greater control over one’s schedule to prioritize family, entrepreneurship, or personal goals. These pressures often lead physicians to pursue Locum Tenens work—part-time or full-time—for its higher earning potential and flexible structure. But with that flexibility comes greater financial complexity, making a clear strategy and support system more important than ever. HOW I DO IT: Together, we assess your strengths and gaps across the six pillars of financial planning: Cash Flow Management, Risk Management, Estate Planning, Tax Strategy, Retirement Planning, and Investment Management. Then, we develop action items over 3 months to strengthen your financial foundation. Clients are empowered to self implement recommendations or collaborate with us for efficiency and accountability. NEXT STEPS: Ready to take control of your financial future? Connect with me on LinkedIn or reach out directly at arnie@achievablewealthfp.com—I’d love to learn more about your goals and how I can help. MORE ABOUT ME: I rediscovered my love for running three years ago thanks to one of my sons, starting with local 5Ks around the San Francisco Bay Area. Since then, I’ve become especially fond of the half-marathon distance, with races like the Oakland and San Francisco Half under my belt. Marathon training is next on the horizon, and I’m looking forward to the challenge. I also love exploring new places—favorites so far include Ilocos Sur (Philippines), Tokyo, Seoul, Busan, Barcelona, Lisbon, and London.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Doctor or Medical Professional Military & Veterans
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Gary L

Series 63, Series 65

San Francisco, CA

Leonard Jr., Gary A.

Options & derivatives strategies Active portfolio management
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Lydia I

Series 65

Oakland, CA

FM Capital Group

Private / alternative investments Founder/Business Owner
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Shailesh P

Series 66

San Francisco, CA

Patel Capital Management

Tax-loss harvesting ESG / Sustainable investing
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John B

Series 63, Series 65

Novato, CA

Baughman Financial Group

Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) Founder/Business Owner Executive

Maureen R

CFP®

San Francisco, CA

BridgeLane Financial

It is a myth that you need to be ultra-wealthy in order to live a life with impact. You can start living well and making an impact in your communities right HERE and right NOW. At Bridgelane Financial, our goals are to assist you in developing a financial plan to live out a life that reflects your values. Maureen Recker is CFP®, a philanthropist, a mother of two and a community educator. She graduated with a B.S. from Indiana University and an MBA from Duke University. Maureen started her career in corporate finance and institution banking. After taking some time off to raise two children, she re-entered into a career in financial planning to work with clients in a more intimate and personal level. Clients’ satisfaction gives her gratification and encourages her to further her professional development and personal growth.

Charitable giving tax strategies Charitable giving & philanthropy Founder/Business Owner Executive Work/Life Balance Gen X (Born 1965-1980)
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