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- Custodian
- Betterment
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 11-28-2016
- Office Locations
- 1
Office Locations
About Deliberate Finances
Deliberate Finances is a planning-led advisory firm serving people navigating major financial transitions—especially recent inheritances—as well as families balancing competing priorities and public service professionals (pensions and student loan forgiveness). The firm delivers comprehensive financial planning with ongoing implementation and investment management; reported SMA assets are ETF-based. Led by CFP Ryan Jason Frailich (NAPFA and XY Planning Network member) in New Orleans, LA.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 118 clients, or 118 clients per representative. That equates to $158.7K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on August 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
Ryan Jason Frailich
Chief Compliance Officer, Financial Planner, FOUNDER
- CRD
- #6720951
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $18,727,962 | -- |
| Total | $18,727,962 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Deliberate Finances has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.