Frontier Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,971,869
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
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
Baseline Financial Planning fees range from $4,000 to $10,000 depending on complexity; Educational seminars fees range from free to $500 per seminar.
$0 - $1,000,000: 1.05% $1,000,001 - $4,000,000: 0.50% $4,000,001+: 0.25%
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.
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
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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
Forms ADV
Quick links
Advisors at this firm
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