Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Fragasso Financial Advisors discloses a tiered schedule starting at 1.25% in its Form ADV Part 2A (July 8, 2026). Converted to dollars, that runs $6,250 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Form ADV Part 2A (July 8, 2026): “1.25% on the first $500,000 1.00% on the amount from $500,001 to $1,000,000 0.75% on the amount from $1,000,001 to $5,000,000 0.50% on the amount from $5,000,001 to $10,000,000”
Note: CRD 123255 verified ACTIVE and SEC-registered (isIAFirm: Y) via the live SEC IAPD API this session. As of December 31, 2025, FFA reported total client account market value of $3,032,996,877. Individual clients generally need a minimum of $250,000 of investable assets for the household to open an account, and retirement plans need a $500,000 minimum in plan assets; no minimum dollar fee floors the Asset Management Services schedule priced here, only a rule limiting prepayment to $1,200 collected more than six months in advance.
- First $500,000: 1.25%
- $500,001 to $1,000,000: 1.00%
- $1,000,001 to $5,000,000: 0.75%
- $5,000,001 to $10,000,000: 0.50%
- $10,000,001 to $20,000,000: 0.45%
- Above $20,000,000: 0.30%
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $3,125 | 1.25% |
| $500,000 | $6,250 | 1.25% |
| $1,000,000 | $11,250 | 1.12% |
| $2,000,000 | $18,750 | 0.94% |
Fragasso blends its advisory fee by tier under its Asset Management Services schedule, starting at 1.25% on the first $500,000 and stepping down at higher balances. The figures below sum each bracket’s share of the balance at its own rate.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Fragasso Financial Advisors’s own published rate runs $6,250 a year.
Comparing Fragasso Financial Advisors against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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Source: WiserAdvisor’s service descriptionSources
- Form ADV Part 2A (July 8, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051081
- SEC Investment Adviser Public Disclosure, Fragasso Financial Advisors, Inc. (CRD #123255): https://adviserinfo.sec.gov/firm/summary/123255
- Fragasso Financial Advisors, Inc., SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/123255/PDF/123255.pdf
Methodology. This page was built September 28, 2026, drawing on Fragasso Financial Advisors’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Thinking about leaving Fragasso Financial Advisors instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
Weighing whether to move ahead? Read the full Fragasso Financial Advisors review.
Is Fragasso Financial Advisors a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See Fragasso Financial Advisors’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing Fragasso Financial Advisors against other options? See Fragasso Financial Advisors alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.