Firm
Outlook Financial Services
Anchorage, Alaska
Fee-only
Outlook Financial Services at a glance
- One of 11 fee-only firms based in Alaska in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 42 individual clients, 16 of them high net worth.
- Its average account is about $731,000 (assets it manages divided by its 42 accounts).
Facts
| Based in | Anchorage, Alaska |
|---|---|
| Website | outlookfinancialservices.com |
| Phone | (907) 274-1660 |
Outlook Financial Services fees
Outlook Financial Services 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $31 million |
| Individual clients | 26 |
| High-net-worth clients | 16 |
| Accounts managed | 42 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 133179 |