Advisor at Frazier Financial Consultants, LLC
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.
Firm
Frazier Financial Consultants, LLC
Location
Katonah, NY
Credentials
CFP®
Industry experience
5 years
Elizabeth Peck is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Frazier Financial Consultants, LLC. She has contributed financial planning articles to Forbes since 2017 and Copper Bank since 2020, and is the author of the book "Beyond Piggy Banks and Lemonade Stands," published in 2019. Additionally, she is the founder and managing member of FinLit Learning, LLC, an entity related to her outside business activities. Frazier Financial Consultants provides personalized financial planning and investment management to individuals, trusts, estates, and charitable organizations. The firm employs a strategic asset allocation approach using core-and-satellite portfolios with passive and active funds, integrating tax and estate planning within its discretionary management services.
Based on Frazier Financial Consultants, LLC
$0 - $1,000,000: 0.80% annually $1,000,000 - $2,000,000: 0.65% annually $2,000,000+: 0.50% annually
$300/hour, billed in 15-minute increments
Account minimum: No account minimums required Fee-only: Fee-only advisory services; no commissions or other compensation accepted.
Katonah, NY
New York
Zestefy Inc., (DBA) Scenario
2023 - 2024 (1 year)
Copper Bank
2020 - Present (6 years)
Forbes
2017 - Present (9 years)
Frazier Financial Consultants, LLC
2017 - Present (9 years)
Frazier Financial Consultants, LLC
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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