Phil Younker, Jr.
Phil A. Younker & Associates · Fairbanks, Alaska
Phil Younker, Jr. is a fee-only financial advisor at Phil A. Younker & Associates in Fairbanks, Alaska. Phil A. Younker & Associates reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Phil A. Younker & Associates |
|---|---|
| Based in | Fairbanks, Alaska |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $202.2M across 302 accounts |
| SEC registration | Investment adviser representative in AK, TX · CRD 1435351 |
| Exams passed | Series 63 (1987) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.pyounker.com |
How Phil's firm compares
- Phil A. Younker & Associates's average account is about $669,000, from its Form ADV (assets managed divided by 302 accounts).
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Questions about Phil
Is Phil Younker, Jr. a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Phil holds no broker registration, and Phil A. Younker & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Phil charge for financial advice?
Phil's firm, Phil A. Younker & Associates, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Phil Younker, Jr. based?
Phil Younker, Jr. is based in Fairbanks, Alaska.
Is Phil Younker, Jr. registered with the SEC?
Yes. Phil Younker, Jr. is registered as an investment adviser representative in AK and TX (CRD 1435351), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Phil A. Younker & Associates manage?
Phil A. Younker & Associates reports $202.2M across 302 accounts in assets under management.
How do I contact Phil Younker, Jr.?
Through Phil's website, www.pyounker.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
- 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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