Brian
Frazier
Adero Partners, LLC
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About this Advisor
Brian Frazier is a financial advisor based in Lafayette, California, working with Adero Partners, LLC. Brian has previously held positions at Vista Wealth Management, LLC and Adero Partners, LLC. Brian has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Brian is part of Adero Partners, LLC, which operates out of Lafayette, California. The firm has 24 offices and 51 employees. The firm manages assets totaling $4.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Adero Partners, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Adero Partners, LLC Brokerage Details
$4,035,668,036
51
3,511
$1,149,435
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Brian Frazier Work History
Adero Partners, LLC
Vista Wealth Management, LLC
Disclosures
Please visit the SEC profile of Brian Frazier to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Adero Partners, LLC
Beaverton, OR
Denver, CO
San Jose, CA
Pleasanton, CA
San Francisco, CA
Orinda, CA
San Francisco, CA
Pleasanton, CA
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