A complete list of active advisors currently associated with Frontier Advisors, LLC

Warmer can help you find a great advisor at Frontier Advisors, LLC or one who fits your needs even better.

Frontier Advisors, LLC is a privately held, state-registered investment advisory firm that provides fee-only, discretionary asset management to individuals and small institutional clients, including charitable organizations, foundations, and an employer-sponsored retirement plan. The firm also offers fiduciary investment advisor services to 401(k) plans on a consulting basis while not providing plan administrative implementation. The firm’s investment approach emphasizes globally diversified, strategic asset allocation informed by macroeconomic, demographic, and political-economy research, implemented primarily through liquid index funds and ETFs with low turnover. Frontier avoids leverage and short-selling, integrates tax-aware aggregation across client relationships, and conducts quarterly formal reviews alongside ongoing monitoring for risk and rebalancing opportunities. Frontier’s client mix is atypical for a small independent adviser, notably including charitable organizations and at least one pension/profit-sharing plan in addition to individual clients. The firm’s principal holds the CFA designation and has prior academic and institutional portfolio management experience, and the firm operates on the Schwab Institutional custody platform with fees withdrawn directly from client accounts (constructive custody).

To learn more about the advisors currently working at Frontier Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Richard Lesan	Telluride, CO	17

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