Insights

Target Client Focus Fross and Fross primarily serves retirees with complex financial needs, indicating a strong opportunity to offer tailored retirement planning and income management solutions to deepen client engagement and expand service offerings.

Technology Integration Utilizing advanced platforms like Amazon S3, FMG Suite, and modern web technologies suggests an openness to adopting innovative digital tools, presenting opportunities for selling fintech applications, secure data management, and digital marketing services.

Financial Stability With reported revenues between 25 and 50 million dollars, Fross and Fross displays solid financial health, potentially making them a suitable prospect for premium financial products, strategic partnerships, or enterprise service agreements.

Regulatory Compliance Operating within the regulated financial advisory space and partnering with LPL Financial underscores the importance of compliance solutions, risk management, and technology platforms that enhance adherence to FINRA and SIPC requirements.

Growth Potential Given the company's dedicated focus on retiree clients and experience-driven advisory approach, there is an opportunity to introduce specialized investment products, wealth management tools, and educational services aimed at this demographic to support their long-term financial security.

Similar companies to Fross and Fross Wealth Management

Fross and Fross Wealth Management Tech Stack

Fross and Fross Wealth Management uses 8 technology products and services including Amazon S3, FMG Suite, jQuery, and more. Explore Fross and Fross Wealth Management's tech stack below.

  • Amazon S3
    Content Delivery Network
  • FMG Suite
    Content Marketing
  • jQuery
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • Site24x7
    Real User Monitoring
  • HSTS
    Security
  • Bootstrap
    UI Frameworks
  • Adobe Fonts
    Web Fonts

Media & News

Fross and Fross Wealth Management's Email Address Formats

Fross and Fross Wealth Management uses at least 1 format(s):
Fross and Fross Wealth Management Email FormatsExamplePercentage
First.Last@frossandfross.comJohn.Doe@frossandfross.com
50%
First.Last@frossandfross.comJohn.Doe@frossandfross.com
50%

Frequently Asked Questions

Where is Fross and Fross Wealth Management's headquarters located?

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Fross and Fross Wealth Management's main headquarters is located at 910 Old Camp Road Building 90 The Villages, Florida 32162 United States. The company has employees across 1 continents, including North America.

What is Fross and Fross Wealth Management's phone number?

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You can contact Fross and Fross Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Fross and Fross Wealth Management's official website and social media links?

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Fross and Fross Wealth Management's official website is frossandfross.com and has social profiles on LinkedIn.

How much revenue does Fross and Fross Wealth Management generate?

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As of February 2026, Fross and Fross Wealth Management's annual revenue is estimated to be $3.3M.

What is Fross and Fross Wealth Management's SIC code NAICS code?

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Fross and Fross Wealth Management's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Fross and Fross Wealth Management have currently?

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As of February 2026, Fross and Fross Wealth Management has approximately 15 employees across 1 continents, including North America. Key team members include President: T. F.Director Of Corporate Communications: A. R.Private Wealth Manager: R. S. C.. Explore Fross and Fross Wealth Management's employee directory with LeadIQ.

What industry does Fross and Fross Wealth Management belong to?

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Fross and Fross Wealth Management operates in the Financial Services industry.

What technology does Fross and Fross Wealth Management use?

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Fross and Fross Wealth Management's tech stack includes Amazon S3FMG SuitejQueryModernizrSite24x7HSTSBootstrapAdobe Fonts.

What is Fross and Fross Wealth Management's email format?

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Fross and Fross Wealth Management's email format typically follows the pattern of First.Last@frossandfross.com. Find more Fross and Fross Wealth Management email formats with LeadIQ.

When was Fross and Fross Wealth Management founded?

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Fross and Fross Wealth Management was founded in 2007.

Fross and Fross Wealth Management

Financial ServicesFlorida, United States11-50 Employees

At Fross and Fross, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.  Because over ninety percent of our clients are retirees with similar concerns, we are in a good position to approach such challenges with experience and skill.


Our Commitment

When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals - individuals with vast experience in addressing your particular concerns. We are financial coaches, helping our clients manage the long-term decisions that ultimately determine the wealth, which they and their families accumulate.


Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Section iconCompany Overview

Headquarters
910 Old Camp Road Building 90 The Villages, Florida 32162 United States
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2007
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Fross and Fross Wealth Management's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Fross and Fross Wealth Management's revenue is estimated to be in the range of $25M$50M

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