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Company details
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Frame: Flat-Fee Financial Planning Without the Wealth Tax. Frame is a modern financial planning service that charges a annual fee (no AUM fees, no percentage of your assets, no hidden costs). While traditional advisors take 1%+ of everything you own (and keep taking it forever), Frame gives you the same caliber of planning for a fixed price. Here's what you get: A comprehensive financial plan delivered within one week of your first call. Real-time dashboard that syncs all your accounts—checking, brokerage, 401(k), equity compensation—into one view. Direct access to your advisor team via Slack or Signal with a guaranteed 1-business day response time. Quarterly check-ins to adjust as your life changes. Frame answers the questions that actually keep you up at night: Can we afford a house? When should I exercise my stock options to minimize taxes? How many kids can we realistically support? When can I retire—or at least go part-time? What happens financially if we relocate? The planning covers tax strategy, investment allocation, equity compensation (ISOs, RSUs, NSOs), retirement projections with Monte Carlo simulations, estate planning basics, and insurance review. Your data stays yours—256-bit encryption, never sold, delete anytime. 100% satisfaction guarantee or your money back within 30 days. Schedule a free 30-minute strategy call at getframe.com. No commitment, no credit card required.
Contact info
535 Mission Street, 94105, San Francisco, United States
- frame@cointracker.com
- getframe.com
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