RIA Intel›Advisers›New Jersey›FRONTIER FINANCIAL PLANNING & CAPITAL MANAGEMENT, INC.

FRONTIER FINANCIAL PLANNING & CAPITAL MANAGEMENT, INC.

Advisory

HILLSBOROUGH, NJ

Data as of Jun 6, 2026 · Source: SEC Form ADV

Rank in NJ

#764

of 775 advisers by AUM

Average account

$269K

across 155 accounts

AUM per adviser

$42M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 6, 2026.

Total AUM

$42M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$42M

Discretionary AUM$41M

Non-Discretionary AUM$808K

Discretionary %98.1%

Total Clients109

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNJ, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

109 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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