Firm
Link Asset Management
Soldotna, Alaska
Fee-only
Link Asset Management at a glance
- One of 11 fee-only firms based in Alaska in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 30 individual clients.
- Its average account is about $71,000 (assets it manages divided by its 53 accounts).
Facts
| Based in | Soldotna, Alaska |
|---|---|
| Website | open.spotify.com/show/6ettn4w1v2r7ukmzqayaca |
| Phone | (907) 308-9426 |
Link Asset Management fees
Link Asset Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $4 million |
| Individual clients | 30 |
| Accounts managed | 53 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | July 14, 2026 |
| SEC record | CRD 315082 |