Frontline Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Frontline Wealth Management provides discretionary investment management and financial planning services to individuals, high‑net‑worth individuals, and charitable organizations, offering both ongoing and project‑based planning alongside portfolio management. The firm operates on a fee‑only, percentage‑of‑assets basis and may recommend third‑party professionals (attorneys, accountants, tax advisors, insurance agents) to clients without receiving referral compensation.
The firm employs a blend of fundamental, technical, cyclical, and Modern Portfolio Theory approaches, using both passive and active vehicles and generally favoring longer‑term holdings with tactical short‑term trades as needed. Uncommonly for firms in its category, it routinely selects and monitors independent outside managers and accesses a broad array of money managers through Schwab’s managed account platform while retaining responsibility for assessing overall suitability and ongoing oversight.
Frontline Wealth Management is newly registered and reported no assets under management as of its initial filing, and its principal owner/CCO discloses outside employment as a police officer that occupies a substantial portion of daytime hours. The firm also discloses that it does not accept commissions or performance‑based fees, does not participate in wrap fee programs, and does not hold client custody directly.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Initial financial planning fee up to $1,000; project-based financial planning fees up to $2,000
$0 - $500,000: 1.00% $500,001 - $2,000,000: 0.90% $2,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
$350 per hour for early termination fee calculation
Ongoing financial planning fixed fee ranging from $100 to $1,000 per quarter
Fee-only: Fees are paid quarterly in arrears; financial planning fixed fees range from $100 to $1,000 per quarter ongoing; project-based planning fees up to $2,000
Main office location
Frontline Wealth Management
608 E Hickory St, Suite 128
Denton TX 76205, United States
Number of offices
1
Most active in
Frontline Wealth Management has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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