Firm
Alaska Wealth Advisors
Anchorage, Alaska
Fee-only
Facts
| Based in | Anchorage, Alaska |
|---|---|
| Website | akwealthadvisors.com/ |
| Phone | (907) 272-7575 |
Alaska Wealth Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.25% a year on the first tier of assets |
|---|---|
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"First $1 million 1.25%" source
"Minimum of $1,000,000." source
"Our fees are tiered per Assets Under Management." source
"Yes, we do offer one-time Financial Plans tailored to your unique needs." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $1.2 billion |
| Individual clients | 328 |
| Financial planning | Offered |
| Form ADV filed | September 24, 2026 |
| SEC record | CRD 172151 |