RIA Intel›Advisers›Alaska›FRONTIER FINANCIAL PLANNING, LLC

FRONTIER FINANCIAL PLANNING, LLC

Advisory

Data as of Feb 5, 2026 · Source: SEC Form ADV

Average account

$200K

across 75 accounts

AUM per adviser

$15M

1 adviser

Source: SEC Form ADV. Figures as filed Feb 5, 2026.

Total AUM

$15M

Discretionary %

100%

Clients

23

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients23

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAK

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

23 clients

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

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Advisers of similar size in AK

Closest by assets under management. All figures from Form ADV.

DYNAMIC CAPITAL MANAGEMENT, INC.

$13M

UNBURDENED FINANCIAL PLANNING, LLC

$10M

ANALOGOUS INVESTMENT MANAGEMENT LIMITED LIABILITY COMPANY

$8M

ALASKA WEALTH MANAGEMENT LLC

ANCHORAGE, AK

$23M

LAKE STATE FINANCIAL INC

$6M

SHORT PUT YIELD, LLC

$24M

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