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Frazier Financial Advisors, LLC

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Client assets under management

$1,093,627,203

Clients

724

41% high-net worth

Advisors

10

of 20 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

72

High

Average account size

$1,510,535

About

Frazier Financial Advisors, LLC is a registered investment adviser that serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities, providing discretionary and non‑discretionary investment management, financial planning, selection of other advisers, and management of plan assets. The firm reports approximately $1.16 billion in assets under management and serves several hundred client accounts while offering ERISA fiduciary services for employee benefit plans.

The firm tailors portfolios and plans to client suitability through an initial fact‑gathering process and ongoing monitoring, using a mix of approaches that include fundamental and technical analysis, modern portfolio theory, model portfolio implementations, and third‑party managers accessed via custodial platforms. Financial planning is offered on both a comprehensive and modular basis, and the firm discloses periodic account reviews and the ability to combine related family accounts for fee breakpoints.

FFA provides accounting and tax preparation services as part of its practice (the brochure states this activity consumes roughly 10–20% of firm time) and may recommend those services to clients, an integrated offering that is less common among peer team firms. The brochure also discloses arrangements with third‑party advisers and solicitors, occasional expense reimbursements from product distributors, and directs readers to the firm’s website and the SEC adviserinfo page for additional third‑party materials and ratings the firm references.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Charitable giving & philanthropy

Occupation focus

Founder/Business Owner

Fee options

Fixed

Negotiable fixed fee for comprehensive financial planning services ranging from $1,500 to $10,000

Percentage

$0 - $2,000,000: up to 1.00% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%

Project-based

Up to $300 per hour for modular financial planning/general consulting, negotiable

Other

Minimum fee: Negotiable quarterly minimum fee up to $1,500 Fee-only: Financial planning fixed fee ranging from $1,500 to $10,000; hourly consulting up to $300/hour

Main office location

Frazier Financial Advisors, LLC

1690 West Lane Avenue, Suite 280

Columbus OH 43221, United States

Number of offices

1

Most active in

Arizona · California · Colorado · Florida · Illinois · Indiana · Kentucky · Louisiana · Maine · New Hampshire · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Benjamin F

CFP®, Series 65

Columbus, OH

Frazier Financial Advisors, LLC

Benjamin Foor is a CFP® with 12 years of industry experience, currently with Frazier Financial Advisors, LLC in Columbus, OH. He has worked at Frazier Financial Advisors since 2013 and was also affiliated with Triad Advisors, Inc. from 2013 to 2022. In addition to his advisory role, Mr. Foor prepares tax returns for clients of Frazier Financial Advisors. Frazier Financial Advisors, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, managing approximately $930 million in client assets through a team of 16 advisors. The firm offers discretionary and non-discretionary investment management along with financial planning, utilizing a range of investment methods and providing integrated tax, estate, and philanthropic planning.

Charitable giving & philanthropy Founder/Business Owner
user avatar

Leo K

Series 65

Columbus, OH

Frazier Financial Advisors, LLC

Leo Kleban is a financial advisor at Frazier Financial Advisors, LLC in Columbus, OH. He holds the Series 65 designation and has one year of industry experience. His prior work includes roles at Enterprise Mobility and Trader Joe's before joining Frazier Financial Advisors in 2025. Frazier Financial Advisors serves individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $930 million in client assets across a team of 16 advisors, offering discretionary and non-discretionary investment management, financial planning, and fiduciary services with a focus on customized portfolios and integrated tax, estate, and philanthropy planning.

Charitable giving & philanthropy Founder/Business Owner
user avatar

Brian H

CFP®, Series 66

Columbus, OH

Frazier Financial Advisors, LLC

Brian Houts is a CFP® professional with 14 years of industry experience, currently serving at Frazier Financial Advisors, LLC. He has held roles at Private Client Services and Triad Advisors, and has been with Frazier Financial Advisors since 2018. He is a board member and director of sponsorships for the Central Chapter of the Financial Planning Association. Frazier Financial Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm manages approximately $930 million in client assets through a team of 16 advisors, offering discretionary and non-discretionary investment management alongside financial planning and fiduciary services, with portfolio strategies incorporating fundamental and technical analysis, Modern Portfolio Theory, and integrated tax and estate planning.

Charitable giving & philanthropy Founder/Business Owner
user avatar

Colin W

CFA®

Columbus, OH

Frazier Financial Advisors, LLC

Colin White is a CFA® charterholder with experience at Frazier Financial Advisors, LLC since 2021. Prior to his advisory role, he held positions at Otterbein University, Miami University, Big Walnut High School, and operated AcesDiving LLC. Frazier Financial Advisors, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, managing approximately $930 million in client assets. The firm employs a variety of investment strategies tailored to client objectives and risk tolerance and offers integrated tax, estate, and philanthropy planning alongside portfolio management.

Charitable giving & philanthropy Founder/Business Owner
user avatar

Madeline K

CFP®, Series 65

Columbus, OH

Frazier Financial Advisors, LLC

Madeline Keegan is a CFP® professional with 10 years of industry experience. She is currently with Frazier Financial Advisors, LLC and has previously worked at Minerva Wealth Planning, J.W. Cole Advisors, Advanced Retirement Design, Global Financial Private Capital, and Nationwide Investment Services Corporation. Frazier Financial Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $930 million in client assets through a team of 16 advisors, offering discretionary and non-discretionary investment management, financial planning, and fiduciary investment services, with an investment approach that incorporates fundamental and technical analysis, cyclical analysis, and Modern Portfolio Theory.

Charitable giving & philanthropy Founder/Business Owner
user avatar

Logan H

Series 65

Columbus, OH

Frazier Financial Advisors, LLC

Logan Hogrefe is a financial advisor at Frazier Financial Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has prior work history that includes roles at NetJets and the University of Miami. Hogrefe is also a registered representative with Private Client Services, LLC. Frazier Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages about $930 million in client assets through a team of 16 advisors, offering investment management, financial planning, and fiduciary services tailored to client objectives using a variety of analytical methods and model portfolios.

Charitable giving & philanthropy Founder/Business Owner
user avatar

Annalisa S

CFP®, Series 65

Columbus, OH

Frazier Financial Advisors, LLC

Annalisa Sporrong is a CFP® and holds a Series 65 license with seven years at Frazier Financial Advisors, LLC and two years with Private Client Services. She previously worked at Issac Wiles, LLC for 17 years. Frazier Financial Advisors, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, managing approximately $930 million in client assets. The firm offers discretionary and non-discretionary investment management alongside comprehensive financial planning, employing a range of investment strategies and providing integrated tax, estate, and philanthropy planning.

Charitable giving & philanthropy Founder/Business Owner
user avatar

Emily W

CFP®

Columbus, OH

Frazier Financial Advisors, LLC

Emily Wilcher is a CFP® professional with nine years of industry experience. She is currently with Frazier Financial Advisors, LLC and has previously worked at Private Client Services, Triad Advisors, Mid Atlantic Capital Corporation, and Everhart Advisors. In addition to her advisory role, she is involved in tax preparation services through Frazier Financial Advisors. Frazier Financial Advisors, LLC serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, managing approximately $930 million in assets across 16 advisors. The firm offers discretionary and non-discretionary investment management, comprehensive financial planning, and fiduciary services, using a variety of investment strategies and integrating tax, estate, and philanthropy planning.

Charitable giving & philanthropy Founder/Business Owner
user avatar

Victor S

Series 65

Columbus, OH

Frazier Financial Advisors, LLC

Victor Shott is a financial advisor at Frazier Financial Advisors, LLC in Columbus, Ohio, holding a Series 65 designation with one year of industry experience. His prior roles include work with Private Client Services and involvement in non-financial positions such as at Swenson Drive Ins and the Lawrence Township Roads Department. Frazier Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, managing approximately $930 million in assets across a team of 16 advisors. The firm employs a range of investment approaches, combining fundamental, technical, and cyclical analysis with Modern Portfolio Theory, and offers integrated tax, estate, and philanthropic planning alongside discretionary and non-discretionary investment management.

Charitable giving & philanthropy Founder/Business Owner
user avatar

Austin N

CFP®, Series 66

Columbus, OH

Frazier Financial Advisors, LLC

Austin Neal is a CFP® and Series 66-licensed financial advisor with four years of industry experience. He currently works at Frazier Financial Advisors, LLC in Columbus, OH, and has prior experience with Cambridge Investment Research Advisors and The Bishoff Financial Group. Frazier Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $930 million in client assets through a team of 16 advisors, offering both discretionary and non-discretionary investment management along with financial planning and fiduciary services.

Charitable giving & philanthropy Founder/Business Owner
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