Franson Financial LLC

Franson Financial is a small, two-advisor registered investment adviser that provides individualized investment management, retirement plan advisory (including held-away employer plan consulting), and financial planning to individual clients and to entities such as businesses, charities, trusts, and estates. While the brochure lists a broad set of potential client types, the firm’s reported AUM (~$2.1M) and client count suggest its roster is concentrated among non–high-net-worth individual clients rather than wealthy households.

The firm combines fundamental, cyclical, and technical analysis to implement a mix of strategies—including index/US bond/dollar allocations, US and global dividend income, global macro, bond income, custom portfolios, and recently added buy-and-hold ETF-based portfolios (including a cryptocurrency ETF option). Franson Financial manages client accounts on a discretionary basis for most strategies, conducts periodic reviews, and offers a basic annual account review and initial consultation as part of its service model.

What is noteworthy about the firm is its small scale and recent product additions: it launched ETF-based buy-and-hold portfolios and explicitly offers a cryptocurrency ETF portfolio, while maintaining a broad toolkit that can include concentrated global macro positions and a wide range of fixed-income and equity instruments. The firm also relies on institutional custodians (Charles Schwab and Interactive Brokers for most strategies), uses third‑party research and soft‑dollar resources, and its principals maintain outside consulting and real‑property rental activities reported as limited weekly time commitments.