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- Custodian
- Betterment
- Clients
- Retail
- Platforms
- OakBeacon signal +more
- 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.
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Owner & Executives
Ryan Jason Frailich
Chief Compliance Officer, Financial Planner, FOUNDER
- CRD
- #6720951
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,412,165 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,412,165 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,412,165
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,319,357,561 | 100.0% |
| Total | $2,319,357,561 | 100.0% |