GM
CFP
GM
CFP

Greta Myerchin-Tape

10 Years of Experience
Fairbanks, AK

Greta Myerchin-Tape is a CFP-designated registered investment advisor at Frontier Financial Planning, based in Fairbanks, AK, with 10 years of industry experience. Greta operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 4 more. Their firm serves 23 clients with $15M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
23 clients
Average Client Portfolio
$651K average
Assets Under Management
$15.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$350
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.05%
$1.0M - $4.0M0.50%
$4M+0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Greta Myerchin-Tape

Location

Fairbanks, AK

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Greta is a co-owner and manager of Chinook Rentals, a real estate rental property, since 1998. She dedicates a few hours per week to this activity.

Employment History
Current Registrations
Frontier Financial Planning
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
National Planning CorporationBroker
April 2014 - July 2016 · 2 yrs 3 mos
State Registrations1 state
AK
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Additional Information

Are you living your best version of financial freedom and are you on the path to financial independence? In Alaska, achieving financial freedom carries a unique significance. From managing heating oil and travel expenses to navigating seasonal challenges, we understand the distinct needs and benefits that define life in the Last Frontier.

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Greta Myerchin-Tape