Safran Wealth Advisors

The firm is fee-only, meaning its only source of compensation comes directly from clients. It does not earn commissions on investment transactions or product sales, a structure intended to eliminate conflicts of interest tied to revenue-sharing. This is documented in the firm's own website disclosures and its SEC registration.

Safran Wealth Advisors constructs portfolios using low-cost index and passive investment vehicles. The firm explicitly states it does not earn commissions and designs allocations for both wealth accumulation and income distribution. Active stock picking and alternative assets are not featured in its public materials.

Publicly available information shows no evidence of pooled private funds, institutional separate accounts, or institutional client relationships. The firm describes its client base as families, business owners, and entrepreneurs receiving holistic wealth management, suggesting a purely individual- and household-focused private client practice.

Erika Safran holds the CFP® certification and has completed the CFP Board's professional requirements. Her industry contributions include adjunct instruction for Baruch College's CFP program and former adjunct work at NYU. Frank Bonanni serves as Client Service Associate with a background in risk analysis and advisor training at TD Waterhouse and Quick & Reilly/Bank of America Investments.

No. The firm's website states it is an SEC Registered Investment Advisor and maintains fiduciary duties in all capacities. There is no mention of broker-dealer affiliation, bank partnership, or dual-registration structures on its website.