Derek Stone
Alaska Wealth Advisors · Anchorage, Alaska
Derek Stone is a fee-only financial advisor at Alaska Wealth Advisors in Anchorage, Alaska. Derek 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 |
| SEC registration | Investment adviser representative in AK · CRD 7855354 |
| Exams passed | Series 65 (2023) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.akwealthadvisors.com/ |
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Questions about Derek
Is Derek Stone a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Derek 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 Derek charge for financial advice?
Derek charges a percentage of assets and a one-time planning fee.
How much does Derek 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 Derek Stone based?
Derek Stone is based in Anchorage, Alaska.
What does Derek specialize in?
Derek's specialties include divorce financial planning. Derek works with retirees, pre-retirees, divorced individuals and mid-life transitions.
Is Derek Stone registered with the SEC?
Yes. Derek Stone is registered as an investment adviser representative in AK (CRD 7855354), 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 Derek Stone?
Through Derek'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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