Meghan Muñoz
Alaska Wealth Advisors · Anchorage, Alaska
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.
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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 | CFP |
| SEC registration | Investment adviser representative in AK · CRD 7138831 |
| Exams passed | Series 65 (2019) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.akwealthadvisors.com/ |
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Questions about Meghan
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/.
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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