Unburdened Financial Planning
Wasilla, Alaska
Unburdened Financial Planning 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 16 individual clients, 5 of them high net worth.
- Its average account is about $174,000 (assets it manages divided by its 58 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Facts
| Based in | Wasilla, Alaska |
|---|---|
| Website | unburdenedfp.com |
| [email protected] | |
| Phone | (907) 795-5840 |
Questions about Unburdened Financial Planning
How much does Unburdened Financial Planning charge?
Unburdened Financial Planning publishes these prices: ongoing planning: from $1,188 a year; one-time plan: from $1,800. We found this on its website, checked October 28, 2026.
Does Unburdened Financial Planning have an account minimum?
No. Unburdened Financial Planning says it has no account minimum. We found this on its website, checked October 28, 2026.
How is Unburdened Financial Planning paid?
Unburdened Financial Planning's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Unburdened Financial Planning have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Unburdened Financial Planning.
What is the average account at Unburdened Financial Planning?
Unburdened Financial Planning's average account is about $174,000. That's the assets on its Form ADV divided by its 58 accounts.
What does Unburdened Financial Planning specialize in?
Unburdened Financial Planning's advisors and website list flat-fee planning, retirement planning, estate & legacy planning and tax planning.
Is Unburdened Financial Planning accepting new clients?
Yes, according to Unburdened Financial Planning's website, checked October 28, 2026.
Does Unburdened Financial Planning work with clients virtually?
Yes. Unburdened Financial Planning's website says it works with clients virtually.
Unburdened Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,188 a year |
|---|---|
| One-time plan | From $1,800 |
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"$99/mo" source
"$1,800 one-time planning fee" source
"There are no asset minimums; whether you're just starting out or managing significant wealth, you're welcome here." source
"every package is fee-only: no commissions, no asset-based charges, no surprise costs" 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 | $10 million |
| Individual clients | 11 |
| High-net-worth clients | 5 |
| Accounts managed | 58 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 328597 |
Advisors at this firm (1)
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