Dave Valdez
Alaska Wealth Advisors · Anchorage, Alaska
Dave Valdez is a fee-only financial advisor at Alaska Wealth Advisors in Anchorage, Alaska, who holds the ChFC credential. Dave charges a percentage of assets and a one-time planning fee (1.25% a year on the first tier of assets managed and a $1,000,000 asset minimum) and focuses on divorce financial planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Divorced individuals
- Mid-life transitions
Facts
| Firm | Alaska Wealth Advisors |
|---|---|
| Based in | Anchorage, Alaska |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | 1.25% a year on the first tier of assets managed · A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $1.16B across 2,274 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in AK · CRD 4992763 |
| Exams passed | Series 66 (2005) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.akwealthadvisors.com/ |
| Profile |
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Questions about Dave
Is Dave Valdez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dave holds no broker registration, and Alaska Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dave charge for financial advice?
Dave charges a percentage of assets and a one-time planning fee.
How much does Dave charge?
According to Alaska Wealth Advisors's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed; a $1,000,000 asset minimum.
Where is Dave Valdez based?
Dave Valdez is based in Anchorage, Alaska.
What does Dave specialize in?
Dave's specialties include divorce financial planning. Dave works with retirees, pre-retirees, divorced individuals and mid-life transitions.
What credentials does Dave Valdez hold?
Dave Valdez holds the ChFC credential.
Is Dave Valdez registered with the SEC?
Yes. Dave Valdez is registered as an investment adviser representative in AK (CRD 4992763), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Alaska Wealth Advisors manage?
Alaska Wealth Advisors reports $1.16B across 2,274 accounts in assets under management.
How do I contact Dave Valdez?
Through Dave's website, www.akwealthadvisors.com/.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Alaska Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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