Summit Financial
39yrs
Top advisor by experience in Manalapan
25yrs
Frank Stuart
Financial advisor at Integrated Wealth Concepts
Based in Manalapan, New Jersey, Frank Stuart is a fiduciary financial advisor with 25 years of industry experience. Frank has been with Integrated Wealth Concepts since 2019; before that, Frank spent 15 years at Osaic Fa and two years at Veravest Investment Advisors. Integrated Wealth Concepts offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 57 advisors with offices in Manalapan, and one of 52 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 72% of advisors nationwide
Office195 US Highway 9 Suite 202, Manalapan, NJ 07726
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$781,916
Advisors at the firm475
States licensed ?1 state
Services through Integrated Wealth Concepts
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowIntegrated Wealth Concepts LLCCurrent firm
- 2004 – 2019Osaic Fa, Inc.Previously
- May 2002 – Dec 2003Veravest Investment Advisors, Inc.Previously
Questions to ask Frank
Tailored to Frank’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Frank
How do I contact Frank?
Call Integrated Wealth Concepts at (781) 890-3045 and ask for Frank Stuart. Frank works from the Manalapan, NJ office.
How long has Frank been a financial advisor?
Frank has been in the industry since 2001, about 25 years. More experience than 72% of advisors nationwide.
What licenses does Frank hold?
Series 66. Tap any license on this page to see what it allows.
Is Frank a fiduciary?
Frank is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Frank paid?
Integrated Wealth Concepts reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Frank for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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