Frazier Financial Advisors Revenue
Investment Management • 
Upper Arlington, Ohio, United States • 21-50 Employees
Frazier Financial Advisors revenue & valuation
| Annual revenue | $2,053,320 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $6,600,000 |
| Total funding | No funding |
Key Contacts at Frazier Financial Advisors
Josh Frazier
Chief Executive Officer
Jim Frazier
Founder, Partner, Chairman Of The Board
Company overview
| Headquarters | 1690 W Lane Ave, Suite 280, Columbus, Ohio 43221, US |
| Phone number | +16147938299 |
| Website | |
| NAICS | 5231 |
| Keywords | Tax Planning, Wealth Management, Tax, Retirement Planning, Estate Planning, Tax Management, Family Wealth Planning, Inheritance Planning, Cash Balance Pension Plans, Private Equity Investing, Small Business Retirement Planning, Tax Projections, Stock Option Planning, Retirement Projections, Concentrated Equity Planning, Retirement Happiness! |
| Founded | 1997 |
| Employees | 21-50 |
| Socials |
Frazier Financial Advisors Email Formats
Frazier Financial Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@frazierfinancial.com), used 73.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@frazierfinancial.com | 73.7% |
{first name}{last name} | johndoe@frazierfinancial.com | 26.3% |
About Frazier Financial Advisors
We are an employee-owned, independent full-service financial planning firm, alongside a robust tax preparation practice and full-service insurance agency. We help with anything financial in your life! We're seasoned in Tax Planning and Tax Preparation, Retirement Planning, Investments, College Savings, 401ks, Business Formation, Life & Disability & Long-Term Care Insurance, and many other financial arenas. We want to be your family's Chief Financial Officer, to make your life easier, more fulfilling and financially secure and let you focus on living. Securities offered by Registered Representatives through Private Client Services, Member FINRA / SIPC . Advisory products and services offered by Investment Advisory Representatives through Frazier Financial Advisors, LLC, a Registered Investment Advisor. Private Client Services and Frazier Financial Advisors, LLC are unaffiliated entities. On an annual basis FA magazine invites Registered Investment Advisor (RIA) firms to complete a survey for this ranking. Their specific criteria for ranking isn't included in their summary article. In 2021, FA Magazine included 607 firms listed by assets under management. The number of firms participating wasn’t disclosed. FA magazine independently sets its ranking criteria on which FFA has no influence. For more please visit FA Magazine’s RIA Survey & Ranking 2020 report. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or to solicit to buy any securities or related financial instruments in any jurisdiction.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Frazier Financial Advisors has 17 employees across 7 departments.
Departments
Number of employees
Funding Data
Frazier Financial Advisors has never raised funding before.
Frazier Financial Advisors Tech Stack
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Frequently asked questions
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