Firm
Phil A. Younker & Associates
Fairbanks, Alaska
Fee-only
Phil A. Younker & Associates 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 113 individual clients, 26 of them high net worth.
- Its average account is about $669,000 (assets it manages divided by its 302 accounts).
Facts
| Based in | Fairbanks, Alaska |
|---|---|
| Website | pyounker.com |
| Phone | (907) 452-4250 |
Phil A. Younker & Associates fees
Phil A. Younker & Associates 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 · Fixed fees |
|---|---|
| Assets managed | $202 million |
| Individual clients | 87 |
| High-net-worth clients | 26 |
| Accounts managed | 302 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-119995) |
| Financial planning | Offered |
| Form ADV filed | February 6, 2026 |
| SEC record | CRD 311775 |