FRONTSIGHT WEALTH ADVISORS, LLC

Overview

Frontsight Wealth Advisors, LLC is a small independent registered investment adviser focused on individual and family clients. The firm combines financial planning with discretionary portfolio management for individuals and small businesses, and it operates an insurance brokerage alongside its advisory practice. Investment activity favors pooled public funds — particularly mutual funds — as the primary vehicle for client portfolios, supplemented where appropriate by annuities and third‑party alternative offerings. The firm does not designate itself as an active ESG investor and appears to keep its geographic footprint concentrated rather than operating as a multi‑state adviser. Frontsight runs a compact advisory operation that leans toward model-driven or fund-centric allocations rather than a heavy emphasis on direct individual equity selection. The mix of fee arrangements (percentage of AUM, hourly and fixed fees) and the insurance brokerage capability indicate an advisory model that blends ongoing portfolio oversight with planning engagements and insurance/annuity solutions for income or risk‑transfer needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices