The always-on advisor
Frame connects your accounts and documents to find what you’re missing — every insight backed by a CPA or CFP.
$2,000/year · No AUM fees · Cancel anytime
164 insights across 9 clients
$356K
Harvestable tax losses across two brokerage positions
Combined harvestable losses: $231K → est. $89K federal tax savings
The engine
A CPA or CFP backs every number. An algorithm catches every change. Running on your behalf, around the clock.
14 optimization flags
3 carry-forward items
4 upcoming events
AMT exposure calculated
Withholding calibrated
One month of Frame
January 2026
Spending categorization updated
$47,500/yr food spending surfaced
Brokerage positions scanned
$356K harvestable losses identified
Tax strategy review
Roth conversion ladder modeled
RSU vesting alert triggered
14-day notice with 3 scenarios
Insurance gap audit
$293K uninsured crypto flagged
Monthly insight report delivered
12 insights, 4 action items
Every number reviewed by a CPA.
Every change caught by an algorithm that never sleeps.
The math
$10–100K+
in value found per client — year one
CPA + financial planner
Normally $8,000–$12,000/yr separately
AUM fees
Advisors charge 1% — $5,000+ on a $500K portfolio
$2,000/yr
Flat. Forever. Pays for itself with a single insight.
164 insights found for 9 clients
30 minutes with a CPA. No obligation.
Book a strategy call