Flat-fee financial advisors in Alaska
How do I find fee-only advisors who charge flat or fixed fees in Alaska?
In Alaska, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Brian Pinkston of Bright Road Wealth Management, Meghan Muñoz of Alaska Wealth Advisors and Matthew Pogirski of Unburdened Financial Planning.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Brian Pinkston Bright Road Wealth Management, Anchorage Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Meghan Muñoz Alaska Wealth Advisors, Anchorage Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- Matthew Pogirski Unburdened Financial Planning, Wasilla Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Kassi Fetters Artica Financial Services, Anchorage Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Greta Myerchin-Tape Frontier Financial Planning, Fairbanks Holds the CFP. Fees on file: percentage of assets, hourly.
- Christopher Heisten Heisten Wrenn Private Wealth, Anchorage Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 29
- Firms
- 11
- Cities
- 4
- Hold the CFP
- 48%
- Other credentials: CFA 7% · ChFC 7%
- How they charge (of 29 with fees on file): percentage of assets 90% · one-time planning fee 48% · fixed fees 48% · hourly 38%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Flat-fee financial advisors by state
- California (2,105)
- Texas (1,472)
- Florida (983)
- Pennsylvania (919)
- New York (861)
- Ohio (701)
- Massachusetts (675)
- Virginia (673)
- Georgia (648)
- Colorado (641)
- North Carolina (607)
- Illinois (591)
- Michigan (493)
- Washington (451)
- Tennessee (436)
- Maryland (431)
- New Jersey (416)
- Minnesota (412)
- Arizona (372)
- Wisconsin (354)
- Oregon (352)
- Missouri (332)
- Indiana (314)
- Connecticut (304)
- Kansas (290)
- Utah (277)
- South Carolina (215)
- Idaho (171)
- Alabama (156)
- New Hampshire (149)
- Oklahoma (148)
- Iowa (142)
- Kentucky (125)
- Louisiana (109)
- Nevada (108)
- Nebraska (106)
- Maine (104)
- Arkansas (86)
- Delaware (77)
- Vermont (74)
- Mississippi (69)
- Rhode Island (60)
- District of Columbia (46)
- Montana (39)
- New Mexico (39)
- Hawaii (38)
- South Dakota (30)
- Wyoming (30)
- West Virginia (27)
Questions about flat-fee financial advisors
How many fee-only advisors who charge flat or fixed fees in Alaska are there?
The Wellspent public graph lists 29 fee-only advisors who charge flat or fixed fees in Alaska, at 11 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who charge flat or fixed fees in Alaska located?
Of the 29 fee-only advisors who charge flat or fixed fees in Alaska, 23 are in Anchorage, followed by 4 in Fairbanks and 1 in Wasilla.
How do fee-only advisors who charge flat or fixed fees in Alaska charge?
The most common fee among fee-only advisors who charge flat or fixed fees in Alaska is a percentage of assets, used by 90% of the 29 with fees on file. Many use more than one: 48% charge a one-time planning fee and 48% charge fixed fees.
How many fee-only advisors who charge flat or fixed fees in Alaska hold the CFP?
48% of the 29 fee-only advisors who charge flat or fixed fees in Alaska hold the CFP certification, based on the credentials listed on each record.
How does Wellspent decide who counts as fee-only advisors who charge flat or fixed fees?
We count an advisor here when their listing shows a flat fee, or their firm's Form ADV says it charges fixed fees. Many of these firms also charge on assets.
What should I ask fee-only advisors who charge flat or fixed fees in Alaska?
What is the price in dollars, and what does it include? Will the fee rise as my assets grow? Do you manage investments, or advise on accounts I keep? Is the flat fee your main model, or an option next to asset-based fees?
How current is this list of fee-only advisors who charge flat or fixed fees in Alaska?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 29 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Matthew Pogirski | Unburdened Financial Planning | Wasilla | AAMS, CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Greta Myerchin-Tape | Frontier Financial Planning | Fairbanks | CFP, RLP | Percentage of assets, Hourly |
| Kassi Fetters | Artica Financial Services | Anchorage | CFP | Flat fee or retainer, Ongoing planning fee |
| Bryan Laube | Alaska Wealth Advisors | Anchorage | CFP | Percentage of assets, One-time planning fee |
| Connor Michael | Alaska Wealth Advisors | Anchorage | CFP | Percentage of assets, One-time planning fee |
| Laura Bruce | Alaska Wealth Advisors | Anchorage | CFP, ChFC | Percentage of assets, One-time planning fee |
| Matthew Knell | Alaska Wealth Advisors | Anchorage | CFP | Percentage of assets, One-time planning fee |
| Meghan Muñoz | Alaska Wealth Advisors | Anchorage | CFP | Percentage of assets, One-time planning fee |
| Nicholas Cohen | Alaska Wealth Advisors | Anchorage | CFP | Percentage of assets, One-time planning fee |
| Dave Valdez | Alaska Wealth Advisors | Anchorage | ChFC | Percentage of assets, One-time planning fee |
| Kirsten Halpin | Alaska Wealth Advisors | Anchorage | CFA | Percentage of assets, One-time planning fee |
| Aracelis Bell | Alaska Wealth Advisors | Anchorage | Not listed | Percentage of assets, One-time planning fee |
| Derek Stone | Alaska Wealth Advisors | Anchorage | Not listed | Percentage of assets, One-time planning fee |
| Leah Levingston | Alaska Wealth Advisors | Anchorage | Not listed | Percentage of assets, One-time planning fee |
| Myles Brady | Hegdahl Investment Management | Fairbanks | Not listed | Percentage of assets, Fixed fees |
| Nicole Squires | Alaska Wealth Advisors | Anchorage | Not listed | Percentage of assets, One-time planning fee |
| Adam Sikorski | Change Wealth Advisors | Anchorage | Not listed | Percentage of assets, Ongoing planning fee |
| Brian Pinkston | Bright Road Wealth Management | Anchorage | CFP, CFA | Percentage of assets, Hourly |
| Christopher Heisten | Heisten Wrenn Private Wealth | Anchorage | CFP | Percentage of assets, Hourly |
| Jayson Owens | Bright Road Wealth Management | Anchorage | CFP | Percentage of assets, Hourly |
| Jennifer Gastrock | Bright Road Wealth Management | Anchorage | CFP | Percentage of assets, Hourly |
| Tanner Link | Link Asset Management | Kasilof | CFP | Percentage of assets, Hourly |
| Antigone Zervas | Bright Road Wealth Management | Anchorage | Not listed | Percentage of assets, Hourly |
| Jaime Graham | Phil A. Younker & Associates | Fairbanks | Not listed | Percentage of assets, Fixed fees |
| Matthew Anderson | Bright Road Wealth Management | Anchorage | Not listed | Percentage of assets, Hourly |
| Matthew Hunt | Bright Road Wealth Management | Anchorage | Not listed | Percentage of assets, Hourly |
| Phil Younker, Jr. | Phil A. Younker & Associates | Fairbanks | Not listed | Percentage of assets, Fixed fees |
| Sheila Miller | Outlook Financial Services | Anchorage | Not listed | Hourly, Fixed fees |
| William Wrenn | Heisten Wrenn Private Wealth | Anchorage | Not listed | Percentage of assets, Hourly |
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