FRONTIER FINANCIAL PLANNING & CAPITAL MANAGEMENT, INC.

Overview

Frontier Financial Planning & Capital Management, Inc. is a small, client-focused advisory firm that concentrates on comprehensive financial planning and portfolio management for individuals and small businesses. The firm combines advisory services with accounting and maintains relationships across broker-dealers and insurance channels, which suggests an integrated approach to tax-aware planning and insurance solutions alongside investment management. Fee structures include percentage-of-AUM arrangements, hourly charges and other billing methods, giving flexibility for both ongoing investment mandates and project-based planning work. Investment activity centers on managed public funds and mutual funds as the primary vehicle for client portfolios, with a material portion of assets placed on a discretionary basis. The firm does not position itself as an active ESG investor and operates as a single-state adviser. For clients seeking alternatives exposure, the adviser allocates to real estate through third-party managers, and it also incorporates annuities where appropriate to address income needs or risk-transfer objectives.

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Public Holdings

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Location & Offices