VETTED

Claro Advisors
Tel: 857-326-5540 100 High Street Suite 950 Boston, MA 02110
Clarity for your financial life.
About Claro Advisors
Claro Advisors is a fiduciary wealth management company that provides holistic financial planning and customized investment management. Claro provides wealth optimization across every area of a client's financial life. Claro does this by building and managing custom portfolios designed with the goal of delivering financial independence and enhanced growth for individuals and families, while providing financial planning, legacy planning, tax planning services.
See Disclosures

Our Team

Brett
Brett Frascati

Brett Frascati is VP of Wealth Strategy at Claro Advisors, where he helps individuals and families simplify complex financial decisions through thoughtful planning and personalized investment strategies. Prior to joining Claro, Brett spent nearly a decade with Personal Capital (later Empower), where he partnered with clients to align their investments and financial plans with their long-term goals. Earlier in his career, he worked alongside financial advisors on retirement planning solutions and began his career at Charles Schwab in 2008. Brett is committed to fiduciary excellence and building relationships grounded in trust, clarity, and accountability. He works closely with clients to deliver tailored strategies designed to support both their financial goals and broader life priorities. He holds a Bachelor of Science in Business Administration with a concentration in Finance from California State University, Sacramento, and has been actively involved with Big Brothers Big Sisters of Colorado for 10 years. Originally from Anchorage, Alaska, Brett developed an early appreciation for the outdoors that continues to shape his life today. Outside of work, he enjoys mountain biking, visiting national parks, and exploring new restaurants while traveling.

General Information
Firm Start Year:

2014

No. of Employees:

20-49 Employees

Name of Custodial Firm:

Fidelity Investments, Charles Schwab

Work with the following types of clients:

Individual Investors, Businesses

Advisory Services Provided:

Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning

Services
Investment Types:

Exchange Traded Funds (ETFs), Commodities, Stocks, Bonds, Mutual Funds, Alternative Investments

I provide a free initial consultation:

Yes

Preferred meeting methods
Can meet clients in the following ways:

Email, Phone, Our Office, Video Conference

Compensation and Fees
Fee Structure:

Fee-Only

Minimum Portfolio Size for New Managed Accounts:

$500K+

Compensation Methods:

Based on Assets

Firm Information
Firm's Number of Clients:

1055

Firm's Number of Planning Clients:

1055

Firm's Number of Managed Clients:

1,055

Assets Managed by Firm:

1,450,000,000

Office Hours
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
Social Network
Advisor Profile Image
Talk to an AdvisorFINRA/SEC Registered Advisors

Your Information is Safe and Secure

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© Copyright 2026 WiserAdvisor.com. All Rights Reserved.