Frederica Wealth Advisory
Frederica Wealth Advisory is a private, founder-led wealth management firm in St. Simons Island, Georgia, providing investment advisory, retirement, estate, tax, and insurance planning to high-net-worth families using the Risk Number® framework and the Kestra and RightCapital platform stack.
- Company typePrivate
- Founded2015
- HeadquartersSaint Simons Island, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Frederica Wealth Advisory does
Frederica Wealth Advisory is a privately-held, founder-led wealth management advisory firm headquartered in St. Simons Island, Georgia, that provides personalized financial planning and investment advisory services to high-net-worth families and individuals. Founded in 2015 and operating with a team of 1-10 employees, the firm delivers holistic wealth management spanning investment management, retirement planning, estate planning, tax strategy, and insurance planning. Its go-to-market is relationship-based: the firm offers free initial consultations, a client portal for existing clients, and emphasizes transparency, straight talk, and a high-touch human approach over industry jargon. Geographic focus is the Southeast United States, with the single office at 5500 Frederica Road, Suite 1201, anchoring its community-driven presence.
The firm differentiates its advisory process through the Risk Number® platform (provided by Riskalyze), which is built on a Nobel Prize-winning framework and used to quantify client risk tolerance and guide investment strategy. Client account access is delivered through the RightCapital platform, while the firm's digital presence — including the Frederica Focus blog, video library, financial calculators, and multi-topic resource center covering retirement, investment, estate, insurance, tax, money, and lifestyle — is supported by FMG Suite. Securities are offered through Kestra Investment Services, LLC (member FINRA/SIPC) and investment advisory services through Kestra Advisory Services, LLC, making Kestra a critical regulatory and operational backbone. The risk-assessment and client-portal technologies are licensed, not proprietary, so the firm's value-add is in the advisory relationship and the integration of these tools into client planning.
The business model is subscription/recurring in nature, with revenue generated from ongoing investment advisory and financial planning fees (not publicly disclosed). There are no disclosed funding rounds, no M&A history, no patents or trademarks, and no regulatory actions on file. The firm appears to be founder-led, with Buddy McNeese identified as CEO and founder and Mason Christmas as a named financial advisor, supported by a small team. Customer acquisition is primarily regional and referral-driven, with no named customer logos and no disclosed AUM, making the firm a classic small, high-touch HNW advisory practice rather than a scalable platform.
Frederica Wealth Advisory firmographics
Firmographics- Name
- Frederica Wealth Advisory
- Legal name
- Frederica Wealth Advisory
- Website
- https://fredericawealth.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Frederica Wealth Advisory is a private, founder-led wealth management firm in St. Simons Island, Georgia, providing investment advisory, retirement, estate, tax, and insurance planning to high-net-worth families using the Risk Number® framework and the Kestra and RightCapital platform stack.
- Ownership category
- akta.pro rank
Frederica Wealth Advisory industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industries
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Portfolio Construction & Asset Allocation Advisory (FSAEAAAC), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
Keywords
Where Frederica Wealth Advisory is headquartered
LocationHeadquarters
- HQ city
- Saint Simons Island
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Frederica Wealth Advisory business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Others
Revenue model
- Investment Advisory Services: Frederica Wealth Advisory provides comprehensive wealth management services including investment advisory, retirement planning, estate planning, insurance, and tax strategies. Securities are offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC, and Investment Advisory Services through Kestra Advisory Services, LLC.
- Financial Planning Services: The firm offers ongoing financial planning services tailored to high-net-worth families, providing holistic wealth management solutions.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Frederica Wealth Advisory product offering
Product offeringCore offering
Frederica Wealth Advisory provides personalized wealth management and financial advisory services to high-net-worth families. Its core offering combines investment management, retirement planning, estate planning, tax strategy, and insurance planning, delivered through a relationship-based model from its St. Simons Island, Georgia office. The firm uses the Risk Number® risk assessment framework and the RightCapital client portal as supporting technology.
Product overview
Frederica Wealth Advisory offers a comprehensive wealth management platform for high-net-worth families, combining personalized financial advisory services with technology-driven tools. The core offering includes wealth management, investment management, and the proprietary Risk Number® assessment built on Nobel Prize-winning framework. Additional services encompass tax planning, insurance planning, estate planning, and retirement planning. The firm supplements its advisory services with educational content through the Frederica Focus blog and video library, along with financial calculators for client planning. Client access is provided through the RightCapital platform.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Services Comprehensive wealth management service for high-net-worth families that delivers personalized financial strategies, investment management, and long-term financial planning through dedicated advisors.
- Risk Number® Assessment Quantitative risk tolerance assessment for individual investors using the Risk Number® framework, used to align investment strategy with personal risk capacity.
- Tax Planning Services Tax strategy development and tax-efficient investing service designed to help high-net-worth clients manage and reduce their tax burden.
- Insurance Planning Insurance needs assessment and strategy service covering life insurance, disability insurance, long-term care, and Medicare planning for individuals and families.
- Estate Planning Estate strategy development service covering trust planning, charitable giving strategies, and wealth transfer planning for high-net-worth families.
- Retirement Planning Retirement planning service offering retirement income strategies, Social Security optimization, and 401(k) and IRA planning for individuals approaching or in retirement.
- Investment Management Investment selection and active portfolio management service for high-net-worth client portfolios, supported by the Risk Number® risk alignment framework.
Quantifiable outcome
- Risk Number® provides objective, quantifiable measure of risk tolerance for personalized investment strategies
Companies that use Frederica Wealth Advisory
Customer profileSegments1 record
Ideal customer profiles1 record
Frederica Wealth Advisory technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Frederica Wealth Advisory partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core, major and supporting.
- RiskalyzecoreProvides the proprietary Risk Number® platform built on Nobel Prize-winning framework. The firm uses this technology to assess and quantify client risk tolerance as a core part of their financial planning methodology.
- RightCapitalmajorClient portal platform enabling clients to access and manage their financial accounts, view portfolio performance, and engage with financial planning tools. Frederica Wealth Advisory provides client login through RightCapital.
- FMG SuitesupportingWebsite platform provider for Frederica Wealth Advisory's online presence. FMG Suite provides the website infrastructure, content management, and digital tools used across the firm's site and resource center.
Scale indicators1 record
Recent moves5 records
Expansion highlights2 records
Frederica Wealth Advisory competitors and assessment
Company assessmentDirect peers
- Carson Group (Carson Wealth): Independent RIA and wealth management platform supporting advisor-led firms serving HNW households, comparable in business model (independent advisor supported by centralized tech, compliance, and coaching).
- Mercer Advisors: Large U.S. RIA serving HNW and UHNW families with comprehensive wealth, tax, and estate planning, very comparable to Frederica's holistic HNW offering but at national scale.
- Sanctuary Wealth: Independent wealth platform supporting advisor-led firms serving HNW clients, comparable in independent RIA distribution model and HNW family focus.
- Private Advisor Group: Independent RIA supporting independent financial advisors serving HNW households, comparable as a peer RIA platform with similar advisor-supported, fee-based model.
- Mariner Wealth Advisors: National wealth advisory firm offering financial planning, investment management, tax, and estate services to HNW clients, directly comparable in holistic HNW value proposition.
- Creative Planning: National RIA providing comprehensive wealth management, tax, estate, and investment services to HNW families, comparable in service breadth and HNW targeting though at much larger scale.
Others
- Commonwealth Financial Network: Independent broker-dealer/RIA network providing compliance, technology, and practice management to wealth advisors, comparable as an alternative platform to Kestra for Frederica's regulatory stack.
- Cetera Financial Group: Independent broker-dealer and RIA network providing compliance, technology, and product infrastructure to wealth firms, comparable as an alternative platform to Kestra for Frederica's back office.
- LPL Financial: Largest U.S. independent broker-dealer supporting thousands of independent RIAs and financial advisors, comparable as an alternative infrastructure provider enabling independent wealth firms like Frederica.
Broad incumbents
- Edelman Financial Engines: One of the largest U.S. RIAs, combining financial planning with investment management for HNW households, comparable in target customer but at far greater scale and with a hybrid digital offering.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights7 records
Customer concentration
Frederica Wealth Advisory social profiles
Digital presenceFrederica Wealth Advisory financial estimates
Financial estimateRevenue estimate
Valuation estimate
Frederica Wealth Advisory leadership team
Management profileNumber of profiles
Profiles2 records
Frederica Wealth Advisory funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Frederica Wealth Advisory M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Frederica Wealth Advisory
What does Frederica Wealth Advisory do?
Frederica Wealth Advisory provides personalized wealth management and financial advisory services to high-net-worth families. Its core offering combines investment management, retirement planning, estate planning, tax strategy, and insurance planning, delivered through a relationship-based model from its St. Simons Island, Georgia office. The firm uses the Risk Number® risk assessment framework and the RightCapital client portal as supporting technology.
Is Frederica Wealth Advisory a public or private company?
Frederica Wealth Advisory is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Frederica Wealth Advisory founded?
Frederica Wealth Advisory was founded in 2015. It employs 1 to 10 people.
Where is Frederica Wealth Advisory based?
Frederica Wealth Advisory is headquartered in Saint Simons Island, United States, in the North America region.
How does Frederica Wealth Advisory make money?
Two revenue lines are on record. Investment Advisory Services are the primary driver. The others are financial Planning Services.
Who are Frederica Wealth Advisory's main competitors?
Direct peers on record are Carson Group (Carson Wealth), Mercer Advisors, Sanctuary Wealth, Private Advisor Group, Mariner Wealth Advisors and Creative Planning. Others are Commonwealth Financial Network, Cetera Financial Group and LPL Financial. Edelman Financial Engines is listed as a broad incumbent.
Does Frederica Wealth Advisory have an API?
No public API is recorded for Frederica Wealth Advisory.
What industry is Frederica Wealth Advisory in?
Frederica Wealth Advisory's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAEABAA, Registered Investment Advisor (RIA) Wealth Management. Its NAICS code is 523940 and its SIC code is 6282.