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Frontier Financial Planning

Updated today

Total assets under management

$14,971,869

Total clients

22

0% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

22

Average account size

$680,540

Client services

Financial planning Portfolio management Educational seminars or workshops

Fee options

Fixed

Baseline Financial Planning fees range from $4,000 to $10,000 depending on complexity; Educational seminars fees range from free to $500 per seminar.

Percentage

$0 - $1,000,000: 1.05% $1,000,001 - $4,000,000: 0.50% $4,000,001+: 0.25%

Project-based

Hourly rate of $350/hour used only for calculating fees if Baseline Financial Planning engagement terminates before plan delivery; FFP does not provide hourly services.

Other

Minimum fee: Minimum annual fee is $5,400 for a single person and $7,200 for a couple for Comprehensive Wealth Management; $350 minimum annual fee for Investment Management. Fee-only: FFP is a fee-only firm; all compensation is from client fees only, no commissions or referral fees.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Frontier Financial Planning

Fairbanks AK, United States

Number of offices

1

Advisors at this firm

Greta M

CFP®

Fairbanks, AK

Frontier Financial Planning

Are you living your best version of financial freedom and are you on the path to financial independence? In Alaska, achieving financial freedom carries a unique significance. From managing heating oil and travel expenses to navigating seasonal challenges, we understand the distinct needs and benefits that define life in the Last Frontier. We specialize in working with Alaska professionals who rely on the state’s PERS and TRS retirement systems, including employees of the State of Alaska, the University of Alaska, and various municipalities and school districts. By extension, we work with all Alaskans—supporting their spouses, guiding them in caring for aging parents, and ensuring they can help their children realize their potential. Frontier’s founder, Greta returned to Alaska after earning her degrees and traveling the globe. Through thoughtful financial planning and goal-setting, she transitioned from a career as a Civil Engineer in Anchorage to becoming a thriving certified financial planning specialist, life partner, and mother. She works with families like her own, with kids, parents, grandparents - who are seeking financial guidance and the independence that comes with a solid and process-driven plan. You can feel confident that Greta faces the same seasons, challenges, joys, and richness that come with life in Alaska, just like you.

Public Service Employee Educators, Teachers, and Academics Gen X (Born 1965-1980)
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