Reframe Wealth, LLC

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Client assets under management

$394,837,521

Clients

235

43% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$1,680,160

About

ReFrame Wealth serves individuals, high‑net‑worth clients, trusts and estates with discretionary wealth management, portfolio management and financial planning. The firm combines ongoing investment supervision with planning and implementation support and may manage variable annuity subaccounts and provide college‑planning analysis using third‑party tools such as College Aid Pro and Pay for Ed.

Its investment approach is long‑term and grounded in Modern Portfolio Theory, with portfolios constructed from ETFs, mutual funds, individual stocks and bonds and implemented in part through a sub‑advisory relationship with Savant. ReFrame also offers portfolio customization and tax‑aware options — including direct indexing and the use of DFA funds when appropriate — and may recommend unaffiliated managers for specialized strategies such as a long/short equity sleeve that employs margin.

Compared with many peers, ReFrame is notable for sponsoring a wrap fee program that bundles securities transaction costs with its asset‑based advisory fee, a practice that is relatively uncommon among supported firms. The firm also maintains institutional relationships with custodians (Charles Schwab and Fidelity) that provide technology and other economic benefits and uses sub‑advisory and platform‑restricted investment arrangements that can influence access to specific funds and implementation.

Client services

Financial planning Portfolio management

Expertise

College savings (529s, UTMA, etc.) Wealth management

Fee options

Fixed

Fixed fee engagements for financial planning up to $10,000; may be negotiated

Percentage

$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.40% annually

Subscriptions

Annual subscription fee for financial planning services

Other

Minimum fee: $6,000 minimum fee for new clients, may be waived or negotiated Fee-only: Financial planning services offered for an annual subscription fee or fixed fee up to $10,000, negotiable

Main office location

Reframe Wealth, LLC

3251 Blenheim Boulevard, Suite 502

Fairfax VA 22030, United States

Number of offices

Most active in

California · District of Columbia · Florida · Maryland · New Jersey · New York · North Carolina · Pennsylvania · Texas · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

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

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.

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.

Forms ADV

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

Quick links

LinkedIn Facebook Instagram Website (571) 354-8471

Advisors at this firm

Mitchell F

CFP®, Series 63, Series 65

Fairfax, VA

Reframe Wealth, LLC

Mitchell Falter is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Reframe Wealth, LLC since 2021. Prior to joining Reframe Wealth, he worked at TIAA-CREF Individual & Institutional Services, LLC from 2007 to 2021. Reframe Wealth manages approximately $345.8 million for individuals, high-net-worth clients, trusts, and estates, providing discretionary wealth management, portfolio supervision, and financial planning. The firm employs a long-term asset allocation strategy based on Modern Portfolio Theory and utilizes a mix of ETFs, mutual funds, individual securities, and independent managers, with portfolio construction and trading supported by an independent sub-advisor.

College savings (529s, UTMA, etc.) Wealth management

Malee T

Series 65

Fairfax, VA

Reframe Wealth, LLC

Malee Turner is a financial advisor at Reframe Wealth, LLC, holding a Series 65 designation with two years of industry experience. Prior to entering the financial sector, Malee worked at Financial Growth Partners and has operated Malee Thai Massage since 2018. Reframe Wealth manages approximately $345.8 million for individuals, high-net-worth clients, trusts, and estates, offering discretionary wealth management, portfolio supervision, and financial planning. The firm employs a Modern Portfolio Theory-based, long-term asset allocation approach and engages an independent sub-advisor for portfolio construction and trading while maintaining oversight.

College savings (529s, UTMA, etc.) Wealth management

Jessica D

CFP®, Series 66

Fairfax, VA

Reframe Wealth, LLC

Jessica Doll is a CFP® professional with 11 years of industry experience. She has been with Reframe Wealth, LLC since 2021 and previously worked at TIAA-Cref Individual & Institutional Services, LLC from 2014 to 2021. ReFrame Wealth manages approximately $345.8 million for individuals, high-net-worth clients, trusts, and estates, offering discretionary wealth management, portfolio supervision, and financial planning. The firm’s investment approach is based on Modern Portfolio Theory and long-term asset allocation, utilizing ETFs, mutual funds, individual stocks and bonds, and independent managers, with portfolio construction and trading overseen by an independent sub-advisor.

College savings (529s, UTMA, etc.) Wealth management

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