Frances Evans Harkins
Investment adviser representative at Wheels Up Wealth, Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$130MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Wheels Up Wealth, Inc.Apr 2020 to now
- North Capital Inc.May 2013 to Apr 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (CA).
Wheels Up Wealth, Inc.
$130MAssets managed
114Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4244859
- Firm CRD
- 307736