Frontier Financial Planning & Capital Management, Inc.

Overview

Frontier Financial Planning & Capital Management, Inc. is a small, individually owned corporation that provides financial planning and discretionary portfolio management primarily for individual and family clients, with some work for institutional or small-business accounts. The firm also lists accounting among its business activities and maintains affiliations with a broker‑dealer and an insurance company, which aligns with its use of annuities as part of client solutions. Frontier charges fees on a percentage-of-assets basis and also uses hourly and other fee arrangements. The adviser is not positioned as an ESG-focused allocator and does not report multi-state adviser status. Its client mix and service menu—financial planning plus portfolio management for individuals and small businesses—indicate a traditional wealth-management practice rather than a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives