Pittsburgh, PA: Fragasso Financial Advisors, Inc., a Pittsburgh fee-based wealth management firm with $2.4B in assets under management, launched their Independent Advisors Solution (IAS) platform in 2019 where sole-practitioner financial advisors can access resources from Fragasso such as portfolio management, technology services, compliance, and marketing support. These advisors gain, or in some cases maintain, their independent fiduciary status, higher payouts, and non-proprietary product bias with this arrangement. Fragasso now has four advisors under this model.
The Independent Advisor Solution model enables financial advisors to focus on clients, which is the highest and best use of their time. They are provided with top-notch resources, streamlined processes and efficiencies, and access to technology. The IAS advisors’ brand is accompanied by the “Powered by Fragasso” name and logo, signaling this depth of resources.
President of Fragasso, Daniel Dingus, CFP®, CAP®, AIF®, comments, “It’s rare to find two individuals who not only align with our growth objectives but also exemplify a deep commitment to client care and seamlessly fit within our culture. Their dedication to comprehensive financial planning and adherence to a fiduciary standard perfectly reflects our strategic vision. We’re excited to integrate their entrepreneurial spirit with the tools and resources of Fragasso for continued success.”
Brent Sutherland, CFP®, wealth advisor at Sutherland Wealth Planning, agrees with Dingus on the cultural fit stating, “I worked at Fragasso Financial Advisors in the past, so I have a firm grasp of the culture and integrity of the firm.” Sutherland continues, “Any financial advisor knows your time is best served focusing on developing relationships and delivering financial planning solutions, but you can easily become consumed by business development, marketing, technology, compliance, and other operational tasks. Leveraging the resources and support in these areas not only positions my business for growth, but my clients will also directly benefit from the depth and experience.”
“When considering firms, my top priority was to continue delivering outstanding advice, service, and resources to the wonderful clients I’ve had the privilege of working with over the years,” said Bernard Carter, CFP®, CFA®, RICP®, president of Carter Wealth Strategies. “Fragasso offers the people and support I need to achieve that goal.
The flexibility and independence of the Fragasso IAS model is an exceptionally attractive business structure for an advisor with 25 years of experience. It empowers me to provide everything my clients need and deserve while allowing me to retain ownership of my book of business.”
Fragasso Financial Advisors remains committed to empowering entrepreneurial advisors like Sutherland and Carter with the freedom to grow their practices while upholding the highest standards of client service. Through this innovative model, Fragasso is redefining what it means to be independent - delivering robust support without compromising autonomy.
Investment Advice offered through Fragasso Financial Advisors, a registered investment advisor.
About Fragasso Financial Advisors
Fragasso Financial Advisors, Inc. is an independent, employee-owned, primarily fee-based investment management and financial planning firm headquartered in Pittsburgh, PA with additional suburban offices in Western Pennsylvania. Founded in 1972, the firm today has $2.4 billion under management and non-advisory assets combined.
For more information, log on to www.fragassoadvisors.com or www.fragassopartners.com.
Email: mposset@fragassoadvisors.com
Media Contact
Name
Fragasso Financial Advisors
Contact name
Marsha Posset
Contact phone
412-227-3206
Contact address
3402 Washington Road, Suite 301
City
McMurray
State
PA
Zip
15317
Country
United States
Url
https://www.fragassoadvisors.com/