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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-02-2021
- Office Locations
- 1
Office Locations
About Reframe Wealth, LLC
ReFrame Wealth is a Fairfax, VA fee-only fiduciary financial planning firm serving professionals in research and education who want clear, jargon-free guidance. The team provides comprehensive planning and investment planning, including tax and charitable planning, and commonly implements portfolios with ETFs and mutual funds, including ESG/socially responsible approaches. Custodied with Schwab.
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
MITCHELL MCCOY FALTER
Co-founder, Financial Advisor, General Partner, PRINCIPAL
- CRD
- #3135381
- Ownership
- 50% but less than 75%
JESSICA LAUREN DOLL
Co-founder, PRINCIPAL
- CRD
- #5969842
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Jon Christian Marable
--
- CRD
- #6482591
Malee Kay Turner
--
- CRD
- #7752384
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $393,666,662 | $614,145 |
| Non-Discretionary | $1,170,859 | $55,755 |
| Total | $394,837,521 | $596,431 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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