James
Frazier

Frazier Financial Advisors, LLC

CRD#1761514
Investment Advisor
in Columbus, OH

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About this Advisor

James Frazier is a financial advisor based in Columbus, Ohio, working with Frazier Financial Advisors, LLC. James has previously held positions at Frazier Financial Advisors, LLC, Triad Advisors, Inc, and Private Client Services. James has passed the Series 63 regulatory exam and is registered to provide services in Ohio and Texas. Currently, James is part of Frazier Financial Advisors, LLC, which operates out of Columbus, Ohio. The firm has 16 employees and manages assets totaling $767.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Frazier Financial Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1690 West Lane Avenue Suite 280
Columbus, OH 43221

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Frazier Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$767,862,204

OH Average: $2,106,341,625
Total Number of Employees

16

OH Average: 34
Total Number of Accounts

3,359

OH Average: 1,972
Average Account Size

$228,598

OH Average: $1,068,125

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

James Frazier Work History

2022 - Present (2 years)

Private Client Services

1990 - Present (34 years)

Frazier Financial Advisors, LLC

2004 - 2022 (18 years)

Triad Advisors, Inc

Disclosures

Please visit the SEC profile of James 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 Frazier Financial Advisors, LLC

Benjamin Foor
Columbus, OH
Madeline Keegan
Columbus, OH
Brian Houts
Columbus, OH
Austin Neal
Columbus, OH
Joshua Frazier
Columbus, OH
Emily Wilcher
Columbus, OH
Annalisa Sporrong
Columbus, OH
Jane Callahan
Columbus, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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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