Emily
Wilcher
Frazier Financial Advisors, LLC
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About this Advisor
Emily Wilcher is a certified financial planner working in Dublin, Ohio, who has 2 years of relevant experience. Wilcher works at Frazier Financial Advisors, LLC. Over the course of their career, Wilcher has held roles at Mid Atlantic Capital Corporation, Everhart Advisors, Ohio State University, Ubs, Snyder Brick & Block, Triad Advisors, Frazier Financial Advisors and Private Client Services. Wilcher is approved to operate in Ohio. Frazier Financial Advisors, LLC is an advisory firm operating out of Columbus, OH. It has a total of 14 people on staff. It has $624 million in total assets between its 2,819 client accounts, making it one of the larger firms in the nation by assets under management. Of its 2,819 client accounts, 31% are held by high-net-worth individuals who have at least $1 million in assets. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules typically vary depending on which services the firm provides the client. However, fee types billed by Frazier Financial Advisors, LLC likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Frazier Financial Advisors, LLC Brokerage Details
$623,751,488
14
2,819
$221,267
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Emily Wilcher Work History
Emily has been registered as a financial advisor for 2 years.*
Private Client Services
Frazier Financial Advisors
Triad Advisors
Mid Atlantic Capital Corporation
Everhart Advisors
Ubs
Ohio State University
Snyder Brick & Block
*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 Emily Wilcher 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 Advisors, LLC
Dublin, OH
Burlington, VT
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
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.
