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Frontier Financial Planning

Updated today

Client AUM

$14,047,840

Clients

22

Advisors

1

of 1 employees

About

Frontier Financial Planning provides comprehensive wealth management, one-time (baseline) financial planning, and ongoing investment management for individuals, some high-net-worth clients, and not-for-profit organizations. The firm also offers educational seminars and speaking engagements to groups, and may refer clients to third‑party professionals when appropriate.

The firm operates on a fee‑only basis and typically constructs passive portfolios using index mutual funds and ETFs, while also utilizing a third‑party sub‑advisor (GeoWealth) for certain accounts and programmatic services such as tax‑loss harvesting. Clients grant limited discretionary trading authority and plans are implemented with a client‑specific investment policy statement and quarterly reviews.

Compared with many independent peers, Frontier is a small, solo practice managing roughly $15 million across about 22 client relationships and explicitly includes charitable organizations among its client types. Its combination of a concentrated client base, the use of an institutional sub‑advisor for tax‑efficient strategies, and the provision of both paid and pro‑bono educational seminars is less common among firms in this category.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Tax-loss harvesting

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Fee options

Fixed

Baseline Financial Planning fees range from $4,000 to $10,000 depending on complexity; Educational seminars fees range from free to $500 per seminar.

Percentage

$0 - $1,000,000: 1.05% $1,000,001 - $4,000,000: 0.50% $4,000,001+: 0.25%

Project-based

Hourly rate of $350/hour used only for calculating fees if Baseline Financial Planning engagement terminates before plan delivery; FFP does not provide hourly services.

Other

Minimum fee: Minimum annual fee is $5,400 for a single person and $7,200 for a couple for Comprehensive Wealth Management; $350 minimum annual fee for Investment Management. Fee-only: FFP is a fee-only firm; all compensation is from client fees only, no commissions or referral fees.

Main office

Fairbanks AK

Advisors at this office

1

Most active in

Alaska

Also doing business as

Frontier Financial Planning · Frontier Financial Planning, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Greta M

CFP®

Fairbanks, AK

Frontier Financial Planning

Are you living your best version of financial freedom and are you on the path to financial independence? In Alaska, achieving financial freedom carries a unique significance. From managing heating oil and travel expenses to navigating seasonal challenges, we understand the distinct needs and benefits that define life in the Last Frontier. We specialize in working with Alaska professionals who rely on the state’s PERS and TRS retirement systems, including employees of the State of Alaska, the University of Alaska, and various municipalities and school districts. By extension, we work with all Alaskans—supporting their spouses, guiding them in caring for aging parents, and ensuring they can help their children realize their potential. Frontier’s founder, Greta returned to Alaska after earning her degrees and traveling the globe. Through thoughtful financial planning and goal-setting, she transitioned from a career as a Civil Engineer in Anchorage to becoming a thriving certified financial planning specialist, life partner, and mother. She works with families like her own, with kids, parents, grandparents - who are seeking financial guidance and the independence that comes with a solid and process-driven plan. You can feel confident that Greta faces the same seasons, challenges, joys, and richness that come with life in Alaska, just like you.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Tax-loss harvesting Public Service Employee Educators, Teachers, and Academics Gen X (Born 1965-1980)
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