Matthew Eisenhower
Blue Anchor Wealth Advisors · Ketchikan, Alaska
Matthew Eisenhower is a fee-only financial advisor at Blue Anchor Wealth Advisors in Ketchikan, Alaska. Matthew focuses on retirement planning, divorce financial planning and tax planning. Blue Anchor Wealth Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Divorced individuals
Facts
| Firm | Blue Anchor Wealth Advisors |
|---|---|
| Based in | Ketchikan, Alaska |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $144.2M across 302 accounts |
| SEC registration | Investment adviser representative in AK, CO, OR, TX, WA · CRD 7228193 |
| Exams passed | Series 65 (2020) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.blueanchorwealth.com |
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Questions about Matthew
Is Matthew Eisenhower a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Blue Anchor Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, Blue Anchor Wealth Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Matthew Eisenhower based?
Matthew Eisenhower is based in Ketchikan, Alaska.
What does Matthew specialize in?
Matthew's specialties include retirement planning, divorce financial planning and tax planning. Matthew works with retirees, pre-retirees and divorced individuals.
Is Matthew Eisenhower registered with the SEC?
Yes. Matthew Eisenhower is registered as an investment adviser representative in AK, CO, OR, TX and WA (CRD 7228193), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blue Anchor Wealth Advisors manage?
Blue Anchor Wealth Advisors reports $144.2M across 302 accounts in assets under management.
How do I contact Matthew Eisenhower?
Through Matthew's website, www.blueanchorwealth.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
- Blue Anchor 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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