Franklin Advisory Services, LLC
San Mateo, FL·SEC-registered · CRD #111361
Franklin Advisory Services, LLC is an SEC-registered investment advisory firm in San Mateo, FL managing $14B across 66 client accounts, with 2 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$14B
Client accounts
66
Advisory staff
2
Fee model
Fee-only
How Franklin Advisory Services, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Franklin Advisory Services, LLC
How much does Franklin Advisory Services, LLC manage?
Per its most recent SEC Form ADV filing (06/15/2026), Franklin Advisory Services, LLC reports $14B in regulatory assets under management across roughly 66 client accounts.
How does Franklin Advisory Services, LLC charge?
Franklin Advisory Services, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Franklin Advisory Services, LLC a fiduciary?
Yes. Franklin Advisory Services, LLC is registered with the U.S. Securities and Exchange Commission (CRD #111361), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Franklin Advisory Services, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Franklin Advisory Services, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Franklin Advisory Services, LLC's public SEC Form ADV filing (CRD #111361, filed 06/15/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Franklin Advisory Services, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Franklin Advisory Services, LLC? Claim this profile.