Frontier Financial Partners, LLC logo

Frontier Financial Partners, LLC

Updated today

Client assets under management

$42,746,328

Clients

151

18% high-net worth

Advisors

4

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

38

Low

Average account size

$283,088

About

Frontier Financial Partners provides fee-based financial planning and investment management to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, offering services such as cash flow analysis, tax and retirement planning, education funding, estate planning, and portfolio management. The firm documents client goals in investment policy statements and delivers written initial evaluations and periodic reviews to support ongoing planning and implementation.

The firm’s investment approach uses a factor-investing, core-and-satellite framework that relies on passively managed index funds and ETFs for core exposures and selectively adds active funds or alternative investments for satellite positions, with portfolios constructed to be globally diversified. Frontier accepts discretionary trading authority, places trades under limited powers of attorney (including through co-advisory arrangements), and conducts regular account reviews and ongoing client communication.

What is distinctive for this firm among similar-sized teams is that several advisors hold appointments as licensed insurance producers and the brochure discloses that insurance product compensation may be earned while clients are explicitly free to place insurance business elsewhere. The firm also maintains co‑advisory and sub‑advisory relationships (including arrangements with named third‑party advisors) and offers a broader set of engagement types — such as fixed-fee retainer and due-diligence agreements in addition to hourly and asset management services.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Factor investing / smart beta Income planning Tax-loss harvesting

Fee options

Fixed

Retainer Agreements ($300 to $25,000, negotiable); Due Diligence Agreements ($5,000 to $50,000, negotiable); Financial plans ($500 to $5,000, negotiable)

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001+: Negotiable

Project-based

$150 per hour for limited scope engagements and follow-on implementation work

Other

Account minimum: $10,000 Minimum fee: $300 minimum annual fee, not negotiable Fee-only: Financial plan fees typically range between $500 and $5,000, negotiable; hourly planning engagements at $150 per hour; fixed fees for Retainer Agreements ($300 to $25,000, negotiable) and Due Diligence Agreements ($5,000 to $50,000, negotiable)

Main office location

Frontier Financial Partners, LLC

Aledo TX, United States

Number of offices

1

Most active in

Florida · Kentucky · South Dakota · Tennessee · Texas · Virginia

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Randy D

Series 65

Sioux Falls, SD

Frontier Financial Partners, LLC

Randy Dooyema is a financial advisor at Frontier Financial Partners, LLC with five years of industry experience. He holds a Series 65 designation and has worked in the insurance and financial services sector since 1995, including roles at Fidelity and Guarantee, Allianz, Athene, and Aflac. In addition to his advisory work, he is the CEO and owner of Financial Benefit Corp, an insurance agency offering health, life, and annuity products. Frontier Financial Partners provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a factor-investing, core-and-satellite approach using passive index funds and ETFs as the core, supplemented by active funds or alternatives in satellite positions, with a focus on global diversification.

Factor investing / smart beta Income planning Tax-loss harvesting
user avatar

Harvey A

Series 65

Richmond, VA

Frontier Financial Partners, LLC

Harvey Abbott is a Series 65-licensed financial advisor with 16 years of experience, currently serving at Frontier Financial Partners, LLC since 2010. He is based in Richmond, VA, and works within a four-advisor team. Frontier Financial Partners provides personalized financial planning and investment management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a factor-investing, core-and-satellite approach using passive index funds and ETFs as the core, supplemented by active funds or alternatives in satellite positions, with global diversification.

Factor investing / smart beta Income planning Tax-loss harvesting
user avatar

Jadyn S

Series 65

Aledo, TX

Frontier Financial Partners, LLC

Jadyn Stevens is a financial advisor at Frontier Financial Partners, LLC in Aledo, TX, with 11 years of industry experience. He holds a Series 65 designation and has been with Frontier Financial Partners since 2014. Outside of advising, Jadyn is involved in insurance sales through One Resource Group and assists with real estate consulting for a local agent. Frontier Financial Partners provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a factor-investing, core-and-satellite approach that combines passive index funds and ETFs with active funds and alternatives for global diversification.

Factor investing / smart beta Income planning Tax-loss harvesting
user avatar

Jeffrey B

Series 63, Series 65

Aledo, TX

Frontier Financial Partners, LLC

Jeffrey Benson is a financial advisor at Frontier Financial Partners, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Frontier Financial Partners since 2010. Outside of his advisory role, he is involved in insurance sales through One Resource Group, dedicating 10 to 20 hours per month. Frontier Financial Partners provides personalized financial planning and investment management services to individuals, trusts, small businesses, and charitable organizations. The firm employs a factor-investing, core-and-satellite approach using passive index funds and ETFs as the core, complemented by active funds and alternatives, with a focus on global diversification.

Factor investing / smart beta Income planning Tax-loss harvesting
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