Frontier Financial Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$42,746,328
Clients
151
Advisors
4
across 3 offices
About
Frontier Financial Partners provides fee-based financial planning and investment management to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, offering services such as cash flow analysis, tax and retirement planning, education funding, estate planning, and portfolio management. The firm documents client goals in investment policy statements and delivers written initial evaluations and periodic reviews to support ongoing planning and implementation.
The firm’s investment approach uses a factor-investing, core-and-satellite framework that relies on passively managed index funds and ETFs for core exposures and selectively adds active funds or alternative investments for satellite positions, with portfolios constructed to be globally diversified. Frontier accepts discretionary trading authority, places trades under limited powers of attorney (including through co-advisory arrangements), and conducts regular account reviews and ongoing client communication.
What is distinctive for this firm among similar-sized teams is that several advisors hold appointments as licensed insurance producers and the brochure discloses that insurance product compensation may be earned while clients are explicitly free to place insurance business elsewhere. The firm also maintains co‑advisory and sub‑advisory relationships (including arrangements with named third‑party advisors) and offers a broader set of engagement types — such as fixed-fee retainer and due-diligence agreements in addition to hourly and asset management services.
Client services
Expertise
Fee options
Retainer Agreements ($300 to $25,000, negotiable); Due Diligence Agreements ($5,000 to $50,000, negotiable); Financial plans ($500 to $5,000, negotiable)
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001+: Negotiable
$150 per hour for limited scope engagements and follow-on implementation work
Account minimum: $10,000 Minimum fee: $300 minimum annual fee, not negotiable Fee-only: Financial plan fees typically range between $500 and $5,000, negotiable; hourly planning engagements at $150 per hour; fixed fees for Retainer Agreements ($300 to $25,000, negotiable) and Due Diligence Agreements ($5,000 to $50,000, negotiable)
Main office
See officeAledo TX
Advisors at this office
2
Offices (3)
Most active in
Florida · Kentucky · South Dakota · Tennessee · Texas · Virginia
Also doing business as
Benson & Thomas Wealth Management, LLC · Frontier Financial Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Randy D
Series 65
Sioux Falls, SD
Frontier Financial Partners, LLC
Randy Dooyema is a financial advisor at Frontier Financial Partners, LLC with five years of industry experience. He holds a Series 65 designation and has worked in the insurance and financial services sector since 1995, including roles at Fidelity and Guarantee, Allianz, Athene, and Aflac. In addition to his advisory work, he is the CEO and owner of Financial Benefit Corp, an insurance agency offering health, life, and annuity products. Frontier Financial Partners provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a factor-investing, core-and-satellite approach using passive index funds and ETFs as the core, supplemented by active funds or alternatives in satellite positions, with a focus on global diversification.
Harvey A
Series 65
Richmond, VA
Frontier Financial Partners, LLC
Harvey Abbott is a Series 65-licensed financial advisor with 16 years of experience, currently serving at Frontier Financial Partners, LLC since 2010. He is based in Richmond, VA, and works within a four-advisor team. Frontier Financial Partners provides personalized financial planning and investment management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a factor-investing, core-and-satellite approach using passive index funds and ETFs as the core, supplemented by active funds or alternatives in satellite positions, with global diversification.
Jadyn S
Series 65
Aledo, TX
Frontier Financial Partners, LLC
Jadyn Stevens is a financial advisor at Frontier Financial Partners, LLC in Aledo, TX, with 11 years of industry experience. He holds a Series 65 designation and has been with Frontier Financial Partners since 2014. Outside of advising, Jadyn is involved in insurance sales through One Resource Group and assists with real estate consulting for a local agent. Frontier Financial Partners provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a factor-investing, core-and-satellite approach that combines passive index funds and ETFs with active funds and alternatives for global diversification.
Jeffrey B
Series 63, Series 65
Aledo, TX
Frontier Financial Partners, LLC
Jeffrey Benson is a financial advisor at Frontier Financial Partners, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Frontier Financial Partners since 2010. Outside of his advisory role, he is involved in insurance sales through One Resource Group, dedicating 10 to 20 hours per month. Frontier Financial Partners provides personalized financial planning and investment management services to individuals, trusts, small businesses, and charitable organizations. The firm employs a factor-investing, core-and-satellite approach using passive index funds and ETFs as the core, complemented by active funds and alternatives, with a focus on global diversification.
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