FR Financial Advisors LLC

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Client assets under management

$117,290,207

Clients

120

31% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$977,418

About

FR Financial Advisors LLC provides investment management, retirement-plan advisory, financial planning, and consulting to individuals, trusts, small businesses, and participant-directed retirement plans. The firm also operates as a licensed insurance agency and offers life, long-term care, disability, fixed annuity products and life settlements, which are sold by its licensed employees.

The firm follows a passive, asset-class oriented investment philosophy, constructing diversified portfolios principally with Dimensional Fund Advisors mutual funds and ETFs, and implementing written investment policy statements and model portfolios informed by Monte Carlo analysis. FR Financial Advisors manages discretionary accounts, continuously monitors asset allocation and portfolio holdings, and uses a third-party manager and back‑office provider for fixed‑income management and trade processing.

Distinctive features include an affiliation with an accounting firm, ForrestRobinson, PLLC, with reciprocal recommendations between the entities (no referral fees), which can support coordinated tax and accounting work alongside investment advice. The firm’s role as an insurance broker and the receipt of customary commissions on insurance and annuity sales is an additional uncommon characteristic that clients should note as a potential conflict of interest when such products are recommended.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Consulting

Expertise

Wealth management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Cash flow / budgeting

Occupation focus

Founder/Business Owner

Fee options

Fixed

Financial planning fixed fees typically ranging from $1,200 to $5,000

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $20,000,000: 0.50% $20,000,001+: 0.40%

Project-based

$150-$250 per hour for financial planning and consulting services

Other

Account minimum: $300,000 Minimum fee: $3,000.00 minimum annual fee Fee-only: Financial planning fees charged hourly at $150-$250 per hour, or fixed fees ranging from $1,200 to $5,000; consulting fees $150-$250 per hour

Main office location

FR Financial Advisors LLC

5521 University Drive, Suite 104

Coral Springs FL 33067, United States

Number of offices

Most active in

Florida

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 954-755-0222

Advisors at this firm

Allen F

PFS™, Series 66

Coral Springs, FL

FR Financial Advisors LLC

Allen Forrest is a financial advisor at FR Financial Advisors LLC with 21 years of industry experience. He holds the PFS™ designation and Series 66 license. Forrest is also a partner in the accounting firm Forrest Robinson, PLLC. FR Financial Advisors manages discretionary portfolios for individuals, retirement plans, trusts, and small businesses, utilizing a long-term, asset-allocation approach with passive mutual funds and ETFs, alongside conservative fixed-income holdings. The firm integrates investment management with financial planning and insurance product sales, supported by its affiliation with an accounting practice and a licensed insurance agency.

Wealth management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Cash flow / budgeting Founder/Business Owner

Beverly P

CFP®, Series 66

Coral Springs, FL

FR Financial Advisors LLC

Beverly Provost is a CFP® and holds a Series 66 license, with 15 years of experience in the financial services industry. She has been with FR Financial Advisors LLC since 2016. In addition to her advisory role, she is also a licensed insurance agent specializing in fixed life, disability, long-term care, health, group benefits, and fixed annuities. FR Financial Advisors LLC manages discretionary portfolios for individuals, qualified retirement plans, trusts, and small businesses. The firm employs a long-term, asset-allocation strategy using passively managed mutual funds and ETFs, and offers financial planning, retirement plan consulting, and insurance product sales.

Wealth management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Cash flow / budgeting Founder/Business Owner

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