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
About
Frontier Financial Planning provides comprehensive wealth management, one-time (baseline) financial planning, and ongoing investment management for individuals, some high-net-worth clients, and not-for-profit organizations. The firm also offers educational seminars and speaking engagements to groups, and may refer clients to third‑party professionals when appropriate.
The firm operates on a fee‑only basis and typically constructs passive portfolios using index mutual funds and ETFs, while also utilizing a third‑party sub‑advisor (GeoWealth) for certain accounts and programmatic services such as tax‑loss harvesting. Clients grant limited discretionary trading authority and plans are implemented with a client‑specific investment policy statement and quarterly reviews.
Compared with many independent peers, Frontier is a small, solo practice managing roughly $15 million across about 22 client relationships and explicitly includes charitable organizations among its client types. Its combination of a concentrated client base, the use of an institutional sub‑advisor for tax‑efficient strategies, and the provision of both paid and pro‑bono educational seminars is less common among firms in this category.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Tax-loss harvesting
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.
Main office location
Frontier Financial Planning
Fairbanks AK, United States
Number of offices
1
Most active in
Frontier Financial Planning has reported serving >5 clients in these states in the last 12 months.
Alaska
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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