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

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

The firm provides portfolio management and financial planning services to individual clients, including high‑net‑worth individuals, and reports managing roughly $36.9 million for about 54 client relationships as a single‑advisor independent registered investment adviser. It offers ongoing portfolio management and prepares an Investment Policy Statement for each client to document goals, risk tolerance, and time horizon. The firm employs multiple methods of analysis — including fundamental, technical, charting and quantitative approaches — and constructs portfolios that primarily use ETFs, mutual funds and stocks, with the use of REITs, non‑U.S. securities and options (for hedging only) where appropriate. Services are offered on both discretionary and non‑discretionary bases, and financial planning is available on fixed‑fee or hourly terms. Distinctive aspects noted in the advisory brochure include prior regulatory and client‑related disclosure events: a 2014 FINRA Acceptance, Waiver and Consent that included a 30‑day suspension and a $5,000 fine related to an inaccurate U‑4 filing, and a 2013 client complaint that was settled by the advisor’s former firm. The firm’s principal is also a licensed insurance agent who may offer commissionable insurance products and hourly tax services (a potential conflict disclosed in the brochure), and the firm recently added Interactive Brokers LLC as a recommended custodian.

To learn more about the advisors currently working at Frontsight Wealth 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.