Firm
Change Wealth Advisors
Anchorage, Alaska
Fee-only
Change Wealth Advisors at a glance
- One of 11 fee-only firms based in Alaska in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 87 individual clients, 18 of them high net worth.
- Its average account is about $171,000 (assets it manages divided by its 393 accounts).
Facts
| Based in | Anchorage, Alaska |
|---|---|
| Website | changewealthadvisors.com |
| Phone | (907) 202-2105 |
Change 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.
| Ongoing planning | From $3,000 a year |
|---|---|
| Asset-based fee | 1.5% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"1.5% on AUM < $200,000" source
"we are able to offer ongoing financial planning services for a minimum annual fee of $3000 or 2% of income." source
"we are able to offer ongoing financial planning services for a minimum annual fee of $3000 or 2% of income." 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 · Fixed fees |
|---|---|
| Assets managed | $67 million |
| Individual clients | 69 |
| High-net-worth clients | 18 |
| Accounts managed | 393 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | February 11, 2026 |
| SEC record | CRD 330182 |