About Frazier Financial Advisors, LLC
<p>Tax preparation is part of Frazier Financial Advisors, LLC’s day-to-day work alongside investment management and financial planning, which is a less common mix among <a href="/plan-advisors">plan advisors</a>. The firm is an SEC-registered investment advisor (RIA) headquartered in Dublin in the Columbus metro area.</p> <p>Frazier Financial Advisors has over 40 years of experience working with individuals and families on long-term financial goals. For retirement plan work, the firm offers 3(21) fiduciary services, providing investment advice to plan sponsors while the sponsor retains final decision-making authority.</p> <p>As of 2026, the firm reports $0.9B in assets under management. In its advisory relationships, Frazier Financial Advisors follows a fiduciary standard and focuses on straightforward guidance and ongoing client communication.</p> <ul> <li>SEC-registered RIA and wealth management firm</li> <li>Headquartered in Dublin, serving the Columbus, Ohio area</li> <li>3(21) retirement plan fiduciary services</li> <li>Financial planning and investment management</li> <li>Tax preparation services</li> </ul>
Website: https://www.frazierfinancial.com/
Office Locations
- Dublin, OH (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $929.9M
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| NETJETS AVIATION, INC. 401(K) RETIREMENT PLAN | NETJETS AVIATION, INC., OH | $2.5B | 4,042 |
| VORYS, SATER, SEYMOUR AND PEASE LLP RETIREMENT PLAN | VORYS, SATER, SEYMOUR AND PEASE LLP, OH | $436M | 708 |
| ICE MILLER RETIREMENT PLAN | ICE MILLER LLP, IN | $371M | 630 |
| CALAMOS PROFIT SHARING 401(K) PLAN | CALAMOS INVESTMENTS LLC, IL | $200M | 415 |