Your First 30 Days Are On Us!
After the first month, your subscription will be charged as one flat fee, with access to every feature that makes Frank awesome.
$299.99
Over 3 months free!
$34.99
per month
What You Get With Frank
Concrete advice. Clear outcomes. Year-round value. Everything you’d expect from a great advisor and more.
Financial Alerts
Monitors
No more worrying you’ve “missed” something big. Frank is always checking in on financial opportunities and risks, so you can relax. He’s got this.
Reports and Email Updates
Easy-to-follow updates on changes in your finances and trends to watch, plus reporting on your retirement planning and projections that help you stay informed.
Strategic Financial Planning
24/7 Access to Frank’s Brain
Say goodbye to financial worries that keep you up at night. Ask any question, anytime, day or night, and get back to living.
Schedule Meetings With a CFP® Professional
Talk with a CFP® professional to get top-tier financial advice at a fraction of the cost, included in your Frank subscription.
One Safe Place
All Your Accounts
No need to manage a gazillion logins to check in on your finances. See the full picture – all your accounts, all in one place, and always up-to-date.
Data Security
We’re SOC 2 Type II certified, and are vigilant about securing your data. We always protect your information like we would our own.
Spoiler Alert!
Traditional financial advice costs way more. On a $300,000 investment portfolio, you will typically pay 1% of the assets or $3,000 per year.
Frank
$450
Traditional Advisors
$3,000
Frank
$50
Traditional Advisors
$250
Give Frank a Try!
Let us treat you to one month of Frank. If he’s not right for you, that’s ok! You can cancel anytime, no questions asked.
A financial advisor who gets you. Finally.
Premium Advice Without the Premium Price Tag
Frank offers clear, practical guidance at an accessible price, so you can move forward with confidence.