# Meghan Muñoz

> Meghan Muñoz is a fee-only financial advisor at Alaska Wealth Advisors in Anchorage, Alaska, who holds the CFP credential. Meghan 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.

Page: https://find.wellspent.co/advisors/meghan-munoz/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm's website)
- **Assets under management (firm):** $1.16B across 2,274 accounts
- **Credentials:** CFP
- **Specialties:** Divorce financial planning
- **Works with:** Retirees, Pre-retirees, Divorced individuals, Mid-life transitions
- **CRD:** 7138831 (https://adviserinfo.sec.gov/individual/summary/7138831)
- **SEC registration:** Investment adviser representative in AK
- **Exams passed:** Series 65 (2019)
- **Firm size:** 23 employees
- **Disclosures:** None reported
- **Website:** https://www.akwealthadvisors.com//

## Frequently asked questions

### Is Meghan Muñoz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Meghan 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 Meghan charge for financial advice?

Meghan charges a percentage of assets and a one-time planning fee.

### How much does Meghan 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 Meghan Muñoz based?

Meghan Muñoz is based in Anchorage, Alaska.

### What does Meghan specialize in?

Meghan's specialties include divorce financial planning. Meghan works with retirees, pre-retirees, divorced individuals and mid-life transitions.

### What credentials does Meghan Muñoz hold?

Meghan Muñoz holds the CFP credential.

### Is Meghan Muñoz registered with the SEC?

Yes. Meghan Muñoz is registered as an investment adviser representative in AK (CRD 7138831), 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 Meghan Muñoz?

Through Meghan's website, www.akwealthadvisors.com/.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7138831): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://akwealthadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.