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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-02-2018
- Office Locations
- 1
Office Locations
About Frontier Financial Planning
Frontier Financial Planning is a Fairbanks, Alaska-based planning firm offering fee-for-advice “Baseline Financial Planning” for do-it-yourself clients. It focuses on Alaska professionals and families, especially those using the state’s PERS and TRS retirement systems (State of Alaska, University of Alaska, municipalities and schools). Portfolios skew heavily to ETFs and are custodied at Schwab.
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Owner & Executives
GRETA MYERCHIN-TAPE
Chief Compliance Officer, Financial Advisor, FINANCIAL PLANNER
- CRD
- #6281436
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,971,869 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,971,869 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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