Financial advice should reward
your success, not tax it.
Why we started Frame
Most financial advisors charge a percentage of assets under management. At 1%, a $500K portfolio costs $5,000 a year. At $2M, that's $20,000. At $5M, $50,000. Over a 30-year relationship, the difference between AUM fees and flat-fee planning can easily exceed $500,000 in lost compounding.
We started Frame because we believe financial advice should be accessible, transparent, and fair. You should pay for the value you receive, not a percentage of what you've built.
Frame combines licensed CPAs and CFPs with technology to deliver comprehensive planning — taxes, investments, equity comp, crypto, and real estate — all in one place, for a fixed price. When you win, you keep more of your winnings.
The team
Advisors and engineers building financial planning that's accessible, transparent, and effective.








