Fremont Financial Advisors Inc.

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Client assets under management

$8,899,782

Clients

6% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$247,216

About

Fremont Financial Advisors serves small businesses and individual clients, with a focus on medium- to high-net-worth households, providing comprehensive financial planning, coordination of outside specialists, and access to outsourced investment management rather than directly managing client assets. The firm acts primarily as a solicitor and asset gatherer, offering clients a choice among three investment platforms managed by third-party RIAs and a digital advisory option.

The firm’s process centers on coordinating a network of external experts — accountants, TPAs, actuaries, estate attorneys and money managers — and working with clients to complete an Investment Profile Questionnaire so a suitable platform and strategy can be selected. Clients receive regular custodial reports from their chosen managers, and Fremont facilitates client meetings, periodic reviews, and communication with the underlying portfolio managers.

Fremont is atypical for a firm of its size because both of its principal advisors hold insurance licenses and one principal is a licensed real estate broker; the brochure describes real estate and insurance services as integrated into the firm’s “total asset management” planning when in the client’s interest. The firm also charges an hourly fee for coordination and administration of multi-advisor consultations and maintains formal strategic alliances with privately owned RIAs to provide distinct value- and income-oriented investment strategies alongside a robo-advice platform.

Client services

Financial planning Pension consulting Selection of other advisers

Small business planning, personal finance manager

Expertise

Active portfolio management Tax-loss harvesting Passive / index investing Real estate investing

Occupation focus

Founder/Business Owner

Fee options

Percentage

$0 - $1,000,000: 1.35% total (MIAM 0.80% + FFA 0.55%) >$1,000,000 - $5,000,000: 1.10% total (MIAM 0.65% + FFA 0.45%) >$5,000,000+: 0.85% total (MIAM 0.50% + FFA 0.35%) $0 - $249,999: 1.25% (FFA on Betterment platform) $250,000 - $499,999: 0.95% (FFA on Betterment platform) $500,000 - $2,000,000: 0.65% (FFA on Betterment platform) >$2,000,000+: Negotiable (FFA on Betterment platform) $0 - $5,000,000: 1.00% total (VCM 0.60% + FFA 0.40%) for Growth, Balanced, and Target Return strategies >$5,000,000+: Negotiable (VCM and FFA for all strategies)

Project-based

$75-$125 per hour for coordination and administration of meetings

Other

Account minimum: $10,000 for MIAM and Betterment platforms; typically $100,000 for VCM platform (negotiable on individual basis) Fee-only: Hourly fee $75-$125 for coordination and administration of meetings

Main office location

Fremont Financial Advisors Inc.

2220 Riverview Road

Riverton WY 82501, United States

Number of offices

Most active in

Wyoming

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 307-856-1234

Advisors at this firm

Kathleen P

Series 65

Riverton, WY

Fremont Financial Advisors Inc.

Kathleen Parker is a Series 65 licensed advisor at Fremont Financial Advisors Inc. in Riverton, WY, with 12 years of industry experience. She has been with Fremont Financial Advisors since 2007. In addition to her advisory role, she is licensed to sell life, accident, health, sickness, and disability insurance in Wyoming, dedicating part of her time to this area for clients. Fremont Financial Advisors serves small businesses and individual clients, focusing on medium- to high-net-worth households by providing comprehensive financial planning and coordinating a network of external specialists. The firm offers access to outsourced investment management through multiple third-party platforms and emphasizes client collaboration in selecting suitable investment strategies.

Active portfolio management Tax-loss harvesting Passive / index investing Real estate investing Founder/Business Owner

James P

Series 63, Series 65, Series 66

Riverton, WY

Fremont Financial Advisors Inc.

James Parker is an investment advisor representative at Fremont Financial Advisors Inc. with 10 years of industry experience. He holds the Series 63, 65, and 66 licenses. In addition to his advisory role, Parker is involved in ownership and management of related businesses including Fremont Financial Inc., Wyoming Benefits, Inc., and Sun Realty Inc., where he also operates as a licensed real estate broker. Fremont Financial Advisors serves small businesses and individual clients, focusing on medium- to high-net-worth households. The firm provides comprehensive financial planning and coordinates with outside specialists, offering clients access to outsourced investment management through multiple third-party platforms and a digital advisory option.

Active portfolio management Tax-loss harvesting Passive / index investing Real estate investing Founder/Business Owner

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