FV
FV

Frank Vestal

1 Year of Experience
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
359 clients
Average Client Portfolio
$338K average
Assets Under Management
$121.5M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1000K1.10%
$1.0M - $3.0M0.75%
$3.0M - $5.0M0.50%
$5M+0.35%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Kingman, AZ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Frank works as an occupational health technician for CareOnSite, providing BLS medical services. This takes about a quarter of his time, including one full-time week per month during trading hours.

Employment History
Current Registrations
Core Planning
February 2025 - Present · 1 yr
Previous Registrations
11 Financial
June 2024 - December 2024 · 6 mos
State Registrations3 states
AZMOTX
Advisor
Exams
No exam information available for this advisor.
Frank Vestal - Financial Advisor | TrueAdvisor