Frisco Financial Planning

Frisco Financial Planning is an SEC-registered, single-advisor independent advisory firm that provides fee-for-service financial planning, investment advice, and discretionary asset management to individuals, businesses, and trustees. The firm offers limited-scope, project-based planning engagements as well as ongoing portfolio management and reported approximately $131 million in discretionary assets across about 50 client accounts as of year-end 2025.

The adviser emphasizes asset allocation as a primary driver of long-term returns and typically implements diversified portfolios using mutual funds and exchange-traded funds rather than recommending individual stocks or bonds, tailoring recommendations to clients’ goals and risk tolerance. Clients receive written or electronic analyses and recommendations, and the firm will review managed accounts at least annually and trade on a discretionary basis when authorized.

The firm’s public profile and client communications are notable for a solo practitioner: its disclosure brochure is posted on its website, it pays for placement in trade association and media directories, and it reports delivering periodic information to clients—practices that are less common among peers. Frisco Financial Planning also maintains a formal succession arrangement with another advisory firm to address continuity of service, a governance feature that stands out given the firm’s solo-advisor structure and relatively large assets under management per advisor.