Frontier Financial Planning

Overview

Frontier Financial Planning is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small-business clients, and also runs educational seminars and workshops. The firm charges a mix of percentage-of-AUM, hourly and fixed fees, and operates under individual ownership rather than as part of a larger network or a capital allocator. Frontier does not identify as an active ESG investor and is not registered as a multi-state adviser. Investment activity centers on public equities: the firm shows a clear preference for exchange-traded instruments as the primary way it implements client portfolios. Advisory services emphasize tailored planning and discretionary portfolio management rather than running pooled funds or acting as a third-party allocator. Given the client base and fee structure, the firm’s work appears oriented toward individualized solutions and ongoing advisory relationships rather than high-volume retail brokerage.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices