Frazier Wealth Management

Frazier Wealth Management is a fee-only investment adviser registered with the securities regulator of Pennsylvania, with its main office in Tannersville, Pennsylvania. On its latest Form ADV, filed June 1, 2021, it reports $1.1M in regulatory assets under management and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	State-registered: Pennsylvania
Firm CRD number	312434
Office	2937 Route 611 Suite 15C Tannersville, PA 18372
Phone	(570) 213-9330
Website	www.frazierwealthmanagement.com
Regulatory assets under management	$1.1M
Individual clients	Fewer than 5
Financial planning clients	1-10
How it charges	Percentage of assets, Hourly, Other
Services	Financial planning, Portfolio management
Employees	1
Disciplinary disclosures	None reported
Latest Form ADV filing	June 1, 2021

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Nearby

• Pocono Pines 1 firm
• Nazareth 1 firm
• Alpha 1 firm
• Pittston 1 firm
• Newton 1 firm
• Bethlehem 6 firms
• Hackettstown 1 firm