New Frontier Wealth Management

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Client assets under management

$24,436,893

Clients

26% 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

$905,070

About

New Frontier Wealth Management advises individual and high‑net‑worth clients, delivering asset management, financial planning, retirement and estate planning, and portfolio monitoring. The firm manages roughly $24 million for a small roster of clients and coordinates third‑party money managers and allocations to alternative and non‑traded investments such as REITs, 1031 exchanges, and private placements.

Investment programs are tailored to client objectives and risk tolerance and use individual equities and ETFs alongside fundamental, technical, and cyclical analysis; services are offered on both discretionary and non‑discretionary bases. For clients invested in alternatives or non‑traded vehicles, the firm conducts ongoing due diligence, meets periodically with clients about those holdings, and acts as liaison to recommended third‑party managers while providing manager disclosures and oversight.

Noteworthy aspects of the firm include an affiliated insurance business and a licensed insurance agency within the firm’s ownership structure, through which insurance products may be offered and commissions received — a relationship disclosed in the brochure and addressed through procedures and fiduciary obligations. The firm also documents revenue‑sharing and an AUM‑based incentive arrangement with a named third‑party manager, disclosing these referral and fee‑sharing relationships and their mitigations, which is less common among similarly sized advisers.

Client services

Portfolio management Selection of other advisers Alternative investments (reits)

Expertise

Private / alternative investments

Fee options

Fixed

Client Directed Accounts flat fee of $300 annually charged by Gradient Investments, LLC; $0 fee from NFWM for CDA

Percentage

$0 - $749,999: 1.25% annually $750,000 - $3,000,000: 1.00% annually $3,000,000+: 0.80% annually

Other

Minimum fee: $15 quarterly technology fee per account or investment strategy Fee-only: Asset management fees and due diligence fees; no commissions received for securities sales

Main office location

New Frontier Wealth Management

9800 Pyramid Court, Suite 400

Englewood CO 80112, United States

Number of offices

Most active in

Colorado · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

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

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.

Real estate agent

They facilitate real estate transactions and may earn commissions.

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 303-870-8913

Advisors at this firm

Lara H

Series 65

Englewood, CO

New Frontier Wealth Management

Lara Herron is a financial advisor at New Frontier Wealth Management with a Series 65 designation and one year of industry experience. She has worked with New Frontier Wealth Management since 2025 and is also involved in technology management through HP (formerly known as POLY). New Frontier Wealth Management provides investment advisory and financial planning services primarily to individual and high net worth clients. The firm offers customized portfolio management and comprehensive financial planning, utilizing fundamental, technical, and cyclical analysis to construct portfolios that include individual equities, ETFs, and third-party managed strategies.

Private / alternative investments

Terry H

Series 65

Englewood, CO

New Frontier Wealth Management

Terry Herron is a financial advisor at New Frontier Wealth Management in Englewood, CO, with 13 years of industry experience. He holds a Series 65 designation and has been associated with New Frontier Advisory, LLC since 2012 and New Frontier Financial, LLC since 2002, where he also serves as managing member. Herron spends a significant portion of his time involved in insurance services through New Frontier Financial. New Frontier Wealth Management provides investment advisory and financial planning services primarily to individual and high net worth clients. The firm tailors investment strategies based on documented client objectives and risk tolerances, utilizing fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary portfolio management alongside comprehensive financial planning services.

Private / alternative investments

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