AdvisorRanked
100
Clean

FRAZIER FINANCIAL CONSULTANTS, LLC

109 CONNER DRIVE, CHAPEL HILL, NC 27514
Fiduciaryfee-onlySEC Registered
919-929-6940 www.facebook.com/frazierfinancialconsultants/ CRD #112897
$196M
Assets Managed
3
Clients
3
Employees
10
Years Active
since 2016

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46057. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 10 years.

Firm Details

Legal NameFRAZIER FINANCIAL CONSULTANTS, LLC
CRD Number#112897
SEC RegisteredYes
Registration Date2016-10-18
States RegisteredNC
Assets Under Management$196M
Number of Clients3
Employees3
Compensation Typefee-only
Last ADV Filing46057

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Frequently Asked Questions

Is FRAZIER FINANCIAL CONSULTANTS, LLC a fiduciary?

Yes. FRAZIER FINANCIAL CONSULTANTS, LLC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does FRAZIER FINANCIAL CONSULTANTS, LLC charge clients?

FRAZIER FINANCIAL CONSULTANTS, LLC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does FRAZIER FINANCIAL CONSULTANTS, LLC have any complaints?

No. FRAZIER FINANCIAL CONSULTANTS, LLC has zero complaints or disciplinary actions on file with the SEC or FINRA across 10 years of operation.

How does FRAZIER FINANCIAL CONSULTANTS, LLC compare to other advisors in CHAPEL HILL?

FRAZIER FINANCIAL CONSULTANTS, LLC has a Red Flag Score of 100/100. There are 17 registered advisory firms in CHAPEL HILL. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46057. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.