Fraser L Allport is a fiduciary financial advisor based in Ormond Beach, Florida, and the owner of The Total Advisor, LLC. He has been self-employed since graduating from Georgetown University in 1982. Fraser is an Accredited Investment Fiduciary® and a Certified Estate Planner™, and he serves clients as an Independent Advisor Representative of Sequent Planning, LLC, a Registered Investment Advisor.
Yes. As a fiduciary, Fraser is legally and ethically required to act in his clients’ best interest. His Accredited Investment Fiduciary® (AIF®) designation reflects formal training in fiduciary standards of care. Financial Planning and Investment Advisory services are offered through Sequent Planning, LLC, a Registered Investment Advisor. The Total Advisor, LLC is independent from Sequent Planning, and Fraser is registered with Sequent Planning as an Independent Contractor and not an employee of Sequent.
Fraser holds the Accredited Investment Fiduciary® (AIF®) designation from Fi360, the Certified Estate Planner™ (CEP™) designation from the National Institute of Certified Estate Planners, and the National Social Security Advisor (NSSA) designation. His Florida license numbers are A004461 and L0947754.
Total Money Planning is Fraser’s approach to retirement planning: your income, Social Security, taxes, healthcare, and legacy decisions are made together, because each one affects the others — like pieces of one puzzle.
Fraser helps clients with retirement planning, Social Security planning, Roth IRA conversions, annuities, estate planning, and FRS DROP decisions. He also specializes in Medicare planning, long-term care and home health care planning, income tax planning, life insurance, and longevity planning, and he works with 401(k), 403(b), and 457 deferred compensation plans, and the federal FERS and TSP programs.
Fraser’s office is at The Elite Executive Center, 1452 North US Route 1, Suite 114, Ormond Beach, FL 32174. He proudly serves clients throughout Volusia County and Flagler County, in person at the office and by phone or Zoom.
Born in Connecticut in 1959, Fraser graduated in 1982 from Georgetown University’s School of Foreign Service in Washington, D.C., where he studied Business, History, and Economics. He has been a Self-Employed Business Owner since the day he graduated from Georgetown.
As a Certified Estate Planner™, Fraser provides education and assistance, together with your Attorney, regarding your Will, Trust, Powers of Attorney, Living Will, Final Expenses, and Legacy Planning for loved ones and Charities.
His experience since 1982 gives him the skills and resources to help with your Financial Needs, both Personal and Business. His responsibility is to shepherd and safeguard your Money with his veteran understanding of History, Economics, and Global Markets.
Fraser is an Independent. He works for his Clients — not for a big Bank or Insurance Company.
As a Fiduciary, Fraser’s Rule #1 is simple: Protect your Principal. It is the principle behind every plan he builds, because safeguarding your standard of living and Peace of Mind in retirement comes first.