Frank Fantozzi

from Return On Life Wealth Partners
SEC regulated
Regulated Investment Advisor
Frank Fantozzi is a financial advisor based in Ohio, Cleveland, with 30 years of experience. Frank currently works for Return On Life Wealth Partners. Frank maintains a S63 license (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Frank Fantozzi works at Return On Life Wealth Partners
Return On Life Wealth Partners is a financial advisory firm based in Cleveland, Ohio. It currently has approximately $294,530,555 of assets under management and employs about 11 people. Return On Life Wealth Partners uses a fee structure of a percentage of assets under your management, hourly charges, subscription fees, fixed fees and commissions.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
4 years
Fee structure
A percentage of assets under your management, hourly charges, subscription fees, fixed fees and commissions
Office location
7000 Fitzwater Road, Suite 300, Cleveland, Ohio, 44141

Advisor can help with

Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].

Find your perfect
advisor

Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting