Daytona Beach Shores, FL | May 7, 2025
Fraser Allport, an experienced financial professional and educator, is proud to announce that he has earned the prestigious Accredited Investment Fiduciary® (AIF®) designation.
This accomplishment sets Fraser apart in a highly competitive industry, further demonstrating his commitment to placing Clients’ best interests first — always.
What Is an Accredited Investment Fiduciary®?
The AIF® designation is awarded to financial professionals who demonstrate expertise in fiduciary responsibility — meaning they are legally and ethically committed to acting in the best interests of their Clients.
Fiduciary duty consists of two main principles:
Loyalty – Acting solely in the Client’s best interest without conflicts of interest
Care – Exercising diligence, prudence, and good faith in financial decisions
What Makes an AIF® Designee Different?
💠 Experience – Designees must meet strict industry and education requirements
💠 Education – Completion of specialized training in Prudent Practices®
💠 Competence – Must pass a rigorous exam on fiduciary standards
💠 Ethics – Bound by a code of ethics and professional conduct
💠 Continuing Education – Required to stay current with annual updates
“All knowledge comes from experience.” — Albert Einstein
Fraser believes that a good Fiduciary is also a good Teacher — providing comprehensive, concierge-level support to every Client.
About the Accrediting Bodies
The AIF® designation is granted by Fi360, a Broadridge Financial Solutions subsidiary.Fi360 is accredited by the ANSI National Accreditation Board, making the AIF® credential one of the few independently verified designations in the financial services industry.
Learn more: fi360.comMore on Broadridge: broadridge.com
About Fraser Allport
Fraser Allport is the founder of The Total Advisor, LLC, an independent financial firm based in Daytona Beach, Florida.
He specializes in:
Retirement Planning
Social Security & Medicare
Estate Planning & Long-Term Care
Florida DROP, FERS & TSP
401(k), 403(b), and 457 Plans
Traditional & ROTH IRAs
Income Tax Strategies & Longevity Planning
With 43 years of experience, Fraser delivers a holistic approach called Total Money Planning, helping both individuals and business owners build integrated financial strategies.
Why Work with Fraser?
Fraser is fully independent — meaning he works only for his Clients, not a company or brokerage.He builds personalized “Life Plans” to help people retire with confidence and peace of mind.
As a Certified Estate Planner™, Fraser also assists with:
Wills, Trusts, Powers of Attorney
Living Wills and Final Expenses
Legacy and Charitable Giving
Get in Touch
📞 Call: 386.882.6256
🌐 Visit: www.FraserAllport.com
📍 Based in Ormond Beach, FL, Fraser proudly serves all of Florida.