Tristan Dahl
Blue Anchor Wealth Advisors · Ketchikan, Alaska
Tristan Dahl is a fee-only financial advisor at Blue Anchor Wealth Advisors in Ketchikan, Alaska. Tristan 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 8165624 |
| Exams passed | Series 65 (2025) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.blueanchorwealth.com |
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Questions about Tristan
Is Tristan Dahl a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tristan 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 Tristan charge for financial advice?
Tristan's firm, Blue Anchor Wealth Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Tristan Dahl based?
Tristan Dahl is based in Ketchikan, Alaska.
What does Tristan specialize in?
Tristan's specialties include retirement planning, divorce financial planning and tax planning. Tristan works with retirees, pre-retirees and divorced individuals.
Is Tristan Dahl registered with the SEC?
Yes. Tristan Dahl is registered as an investment adviser representative in AK, CO, OR, TX and WA (CRD 8165624), 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 Tristan Dahl?
Through Tristan'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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