# Franco Financial Advisors

Franco Financial Advisors is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** francofg.com
- **LinkedIn:** https://www.linkedin.com/company/franco-financial-group

## Regulatory record

- **CRD number:** 137587
- **SEC file number:** 801-125726
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-03T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/137587

## About

Franco Financial Advisors is an SEC-registered investment adviser in New York, NY, registered since 2022. The firm manages $72 million in regulatory assets. It has 3 employees, including 2 investment advisers.

## Questions

### How does Franco Financial Advisors structure its client engagements?

The firm operates on a fee-only, advisory basis rather than as a broker-dealer. This means compensation comes directly from clients as a percentage of assets under management or a fixed planning fee, not from commissions on product sales. The structure creates a fiduciary duty to recommend strategies that best serve the client, eliminating the incentive to push proprietary funds or high-commission products.

### What investment approach does the firm use?

Franco Financial Advisors employs an asset-allocation framework centered on public equities and fixed income, implemented through third-party ETFs and mutual funds. Portfolios are calibrated to each client's risk tolerance, tax situation, and withdrawal needs. The firm prioritizes low-cost, transparent vehicles and avoids market-timing strategies, instead rebalancing systematically and integrating tax-loss harvesting throughout the year.

### How does the firm handle tax planning versus portfolio management?

Unlike practices that outsource tax strategy to an outside CPA, Franco Financial Advisors weaves tax considerations into ongoing portfolio management. This includes locating tax-inefficient assets inside retirement accounts, harvesting losses in taxable accounts, and sequencing withdrawals to minimize the client's lifetime tax burden. The integration is a core differentiator from platforms that treat tax planning as a separate, annual exercise.

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Last updated: 2026-06-03T20:00:00.000Z

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