Elizabeth
Frazier-Peck

Frazier Financial Consultants, LLC

CRD#7332872
Investment Advisor
in Katonah, NY

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About this Advisor

Elizabeth Frazier-Peck is a certified financial planner who works in Katonah, New York who has 2 years of relevant experience. Frazier-Peck is on the advisory team at Frazier Financial Consultants, LLC. The advisor has gained experience at Frazier Financial Consultants, LLC, Forbes and Get Copper / Copper Bank. Frazier-Peck is able to advise clients in New York. Frazier Financial Consultants, LLC is a business that has its headquarters in Chapel Hill, NC. The investment advisory business has just three employees. It handles $143 million in total assets across its 296 accounts, placing it among the mid-sized firms in the country by assets under management. The firm advises one charities and foundations. Of its 296 client accounts, 36% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Frazier Financial Consultants, LLC performs a few services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely depend on which service is provided. Fee types charged by Frazier Financial Consultants, LLC likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Katonah, NY

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Frazier Financial Consultants, LLC Brokerage Details

Total Assets Under Management

$143,423,510

NY Average: $3,625,019,099
Total Number of Employees

3

NY Average: 22
Total Number of Accounts

296

NY Average: 1,917
Average Account Size

$484,539

NY Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Elizabeth Frazier-Peck Work History

Elizabeth has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Get Copper / Copper Bank

2017 - Present (7 years)

Frazier Financial Consultants, LLC

2017 - Present (7 years)

Forbes

2014 - 2017 (3 years)

Frazier Financial Consultants, LLC

2010 - 2014 (4 years)

Forbes

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Elizabeth Frazier-Peck 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 Frazier Financial Consultants, LLC

Richard Frazier
Chapel Hill, NC
Deborah Frazier
Chapel Hill, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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