Frisch Financial Group

What Frisch Financial Group does

Frisch Financial Group, Inc. is a privately held, fee-only Registered Investment Advisor (RIA) founded in 1999 and headquartered in Melville, New York, with additional offices in New York City, White Plains, and Tampa, Florida. The firm provides investment management, comprehensive financial planning, and wealth management services to individuals and families, delivered primarily to high-net-worth and mass-affluent households across segments including families, women, retirees, widows/widowers, business owners, senior business executives, and trustees. Its service model is built around a proprietary methodology called 'The Frisch Process' and includes specialized offerings such as End of Life Planning and Medical Diagnosis Planning.

The firm's product surface is structured around three core service lines (Investment Management, Financial Planning, Wealth Management) plus the proprietary advisory process and the two specialized life-event planning services. Technology underlying the platform is not publicly disclosed, and there are no APIs, SDKs, integrations, or mobile apps referenced; the value proposition is human-led and credentialed (team members hold CFP®, CPA, CFA, PFS, CDFA, CRPC, and AAMS designations) rather than technology-led. The firm has been recognized in Forbes America's Top 250 RIA Firms (2023) and on Forbes Best-in-State Wealth Advisors lists for multiple years.

Frisch Financial Group operates a subscription/recurring fee-only advisory revenue model with no product commissions, generating revenue from ongoing investment management and planning fees charged to individual clients. Go-to-market is sales-led and high-touch, combining direct advisory consultations across its four physical offices and virtual meetings with content marketing (educational blog and newsletter) for top-of-funnel and client referrals for bottom-of-funnel conversion. The firm is founder-led: David Frisch serves as Founder and CEO (CPA, CFP®, PFS), with Jason M. Sacks appointed President in April 2025.

Name

Frisch Financial Group

Legal name

Frisch Financial Group, Inc.

Website

https://frischfinancial.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

1–10 employees

Short description

Frisch Financial Group is a fee-only, founder-led RIA founded in 1999 that delivers investment management, financial planning, and wealth management services to individuals, families, and retirees across four offices in New York and Florida via 'The Frisch Process.'

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Investment Management Advisory (RIA) (FSAEAAAB)

Keywords

• Financial planning services
• Investment management advisory
• Wealth management advisory
• Retirement planning services
• Estate planning services

Headquarters

HQ city

Melville

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Advisory Services: Fee-only investment advisory and financial planning services provided to individuals and families. As a fee-only advisor, the firm does not sell products and provides unbiased advice.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Frisch Financial Group is a fee-only Registered Investment Advisor (RIA) that delivers investment management, financial planning, and wealth management services to individuals and families. The firm uses a structured proprietary methodology called "The Frisch Process" to help clients protect, preserve, and enhance their wealth, and also offers specialized planning for end-of-life and medical diagnosis situations. As a fee-only advisor, the firm does not sell products or earn commissions, providing unbiased advice through scheduled consultations across its New York and Florida offices.

Product overview

Frisch Financial Group is a fee-only financial advisory firm offering investment management, financial planning, and wealth management services to individuals and families. The firm operates through its core service offerings including Investment Management, Financial Planning, and Wealth Management, delivered via their proprietary methodology called 'The Frisch Process'. The firm also provides specialized services for end-of-life planning and medical diagnosis planning. As a fee-only advisor, the firm does not sell products and provides unbiased advice to clients including families, women, retirees, widows/widowers, business owners, and senior business executives.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management
• Financial Planning Comprehensive goal-based financial planning services covering retirement planning, tax planning, and other client goals, structured through the firm's proprietary "Frisch Process" methodology; targeted at individuals and families.
• Wealth Management Comprehensive wealth management services focused on protecting, preserving, and enhancing client wealth, delivered through "The Frisch Process" advisory framework for individuals, families, and business owners.
• End of Life Planning Specialized planning service covering estate planning documents, healthcare proxies, and executor guidance, designed for clients and families preparing for end-of-life transitions.
• Medical Diagnosis Planning Specialized financial planning service for clients facing medical diagnoses, providing guidance on managing healthcare costs and planning for related expenses.

Segments8 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Creative Planning: One of the largest independent RIAs in the U.S. Creative Planning offers fee-only wealth management and financial planning to HNW individuals and families, directly comparable to Frisch's core offering but at vastly greater scale (~$200B+ AUM). It represents the scaled-incumbent benchmark for what an independent RIA can become.
• Mercer Advisors: Mercer Advisors is a large national RIA providing wealth management, financial planning, and tax services to HNW individuals and families. Direct competitor to Frisch in comprehensive planning for HNW households; differs in operating as a roll-up platform with national footprint.
• Edelman Financial Engines: Edelman Financial Engines is a large fee-only RIA serving HNW individuals, families, and corporate 401(k) participants. Comparable to Frisch in fee-only philosophy and planning-led delivery, but operates at far greater scale through both retail and workplace channels.
• Mariner Wealth Advisors: Mariner is a diversified wealth advisory firm providing investment advisory, financial planning, and tax services to HNW families and institutions. Direct competitor in fee-based comprehensive planning for HNW households, operating as a multi-affiliate national platform.
• RIA Asset Management / Osaic (formerly Advisor Group/CeBorchardt): Osaic is a large broker-dealer/RIA platform supporting independent advisors serving HNW clients, including fee-based advisory practices. Comparable in client demographic (HNW individuals and families) and wealth-management orientation; differs as a multi-channel platform rather than a single-firm RIA.

Emerging players

• Focus Financial Partners: Focus Financial is a partnership of independent RIAs providing wealth management, financial planning, and investment advisory services to HNW clients. While Focus is the acquirer/partner-of-choice for firms like Frisch, its underlying partner RIAs (e.g., Buckingham, Carson) are direct competitors serving the same customer segments with fee-only advisory models.
• Carson Group: Carson Group is an RIA and advisor support platform providing investment management and financial planning to HNW individuals, with a heavy emphasis on advisor coaching and partner-firm networks. Comparable to Frisch in targeting the financial-planning-led advisor serving HNW households; differs in scale and partner-channel distribution.
• Buckingham Strategic Wealth: Buckingham is a fee-only RIA providing financial planning and investment management to HNW families, with strong emphasis on evidence-based investing and tax planning. Direct competitor to Frisch in client segments, fee-only model, and planning-centric delivery.
• Sanctuary Wealth: Sanctuary Wealth is a partnership platform for high-net-worth advisors and independent RIAs, with advisor-led teams delivering financial planning and wealth management. Comparable as a comparable-services peer for the HNW client base Frisch serves; differs as a partner-network consolidator rather than a single RIA.

Others

• Dynasty Financial Partners: Dynasty provides technology, operations, and capital support to independent RIAs serving HNW clients. While not directly competing for clients, it is the most direct roll-up/consolidator counterpart for a fee-only RIA of Frisch's profile and could be a partner or acquirer for the firm.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/frisch-financial-group-inc-
• Xx.com/frischfinancial
• Facebookfacebook.com/FrischFinancialGroup

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Frisch Financial Group