Find a CFP Professional

Find a CFP® Professional

    Don’t See the CFP® Professional You’re Looking For?

    Refine Your Search

    Check a CFP® Professional's Background

    Search by an individual’s name and verify certification status and disciplinary history.


    Are You a CFP® Professional?

    Update your profile today!

    Mr. David Robert Frazier, CFP®


    Financial Plan Advisors

    6768 Loop Rd
    Centerville, OH 45459-2161
    View on Map (937) 748-5306

    5 Arcadian Dr
    Springboro, OH 45066-8918
    View on Map (937) 748-5306

    David Frazier is registered with, supervised by and offers securities through Kovack Securities, Inc., Member FINRA / SIPC. 6451 N. Federal Highway, Suite 1201 Ft. Lauderdale, FL 33308 · (954) 782-4771 Advisory services offered through Kovack Advisors, Inc. Financial Plan Advisors is not affiliated with Kovack Securities, Inc./Kovack Advisors, Inc.

    Year CFP® Certification Received: 2012
    CFP Board Disciplinary History: No
    Bankruptcy Disclosure in Last 10 Years: No

    Compensation Method: Commission and Fee
    Minimum Investable Assets: $100,000
    Languages: English
    Specialties: General Financial Planning, Investment Management, Retirement Income Management, Retirement Planning

    Typical Client Profile

    Average Net Worth: $250,001 - $500,000
    Average Income: $100,001 - $250,000
    Average Age: 55-64, 75 or older
    Profession: Not Applicable

    CFP Board verifies that this individual currently holds CFP® certification. If your search brings up information for an individual who has been disciplined publicly by CFP Board or who has made a bankruptcy disclosure within the last ten years, specific information about those incidents will be provided below. All other information on this page is provided by the CFP® professional and has not been verified by CFP Board. CFP Board is not responsible for the accuracy of such information.

    CFP Board does not provide referrals. You should interview and evaluate several financial planners to find the one who is right for you. You will want to select a competent, qualified professional with whom you feel comfortable, one whose business style suits your financial planning needs.

    For sample questions to ask when interviewing a CFP® professional, visit

    Use of this information by business organizations wishing to solicit CFP® professionals is expressly prohibited by CFP Board.