W Wellspent Public advisor graph
Get matched
Wellspent public graph/Locations/United States/Alaska
United States

Fee-only advisors in Alaska

Fee-only advisors in Anchorage, Fairbanks and Ketchikan, plus 4 other cities.

By the numbers

The Wellspent public graph lists 34 fee-only financial advisors serving Alaska at 14 firms, most in Anchorage, Fairbanks and Ketchikan. 47% hold the CFP certification. Of the 34 with fees on file, 88% charge percentage of assets.

Advisors listed
34
Firms
14
Cities
7
Hold the CFP
47%
  • Other credentials: CFA 6% · ChFC 6%
  • How they charge (of 34 with fees on file): percentage of assets 88% · one-time planning fee 41% · hourly 41% · fixed fees 41%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving Alaska (34)

Fee-only advisors serving Alaska: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Matthew Pogirski Unburdened Financial Planning Wasilla AAMS, CFP, MBA Flat fee or retainer, Ongoing planning fee
Greta Myerchin-Tape Frontier Financial Planning Fairbanks CFP, RLP Percentage of assets, Hourly
Kassi Fetters Artica Financial Services Anchorage CFP Flat fee or retainer, Ongoing planning fee
Bryan Laube Alaska Wealth Advisors Anchorage CFP Percentage of assets, One-time planning fee
Christine Eisenhower Blue Anchor Wealth Advisors Ketchikan CFP Percentage of assets, Hourly
Connor Michael Alaska Wealth Advisors Anchorage CFP Percentage of assets, One-time planning fee
Laura Bruce Alaska Wealth Advisors Anchorage CFP, ChFC Percentage of assets, One-time planning fee
Matthew Knell Alaska Wealth Advisors Anchorage CFP Percentage of assets, One-time planning fee
Meghan Muñoz Alaska Wealth Advisors Anchorage CFP Percentage of assets, One-time planning fee
Nicholas Cohen Alaska Wealth Advisors Anchorage CFP Percentage of assets, One-time planning fee
Dave Valdez Alaska Wealth Advisors Anchorage ChFC Percentage of assets, One-time planning fee
Kirsten Halpin Alaska Wealth Advisors Anchorage CFA Percentage of assets, One-time planning fee
Aracelis Bell Alaska Wealth Advisors Anchorage Not listed Percentage of assets, One-time planning fee
Derek Stone Alaska Wealth Advisors Anchorage Not listed Percentage of assets, One-time planning fee
Leah Levingston Alaska Wealth Advisors Anchorage Not listed Percentage of assets, One-time planning fee
Matthew Eisenhower Blue Anchor Wealth Advisors Ketchikan Not listed Percentage of assets, Hourly
Myles Brady Hegdahl Investment Management Fairbanks Not listed Percentage of assets, Fixed fees
Nicole Squires Alaska Wealth Advisors Anchorage Not listed Percentage of assets, One-time planning fee
Tristan Dahl Blue Anchor Wealth Advisors Ketchikan Not listed Percentage of assets, Hourly
Adam Sikorski Change Wealth Advisors Anchorage Not listed Percentage of assets, Ongoing planning fee
Mark Diehl True North Wealth Management Palmer Not listed Ongoing planning fee
Brian Pinkston Bright Road Wealth Management Anchorage CFP, CFA Percentage of assets, Hourly
Christopher Heisten Heisten Wrenn Private Wealth Anchorage CFP Percentage of assets, Hourly
Jayson Owens Bright Road Wealth Management Anchorage CFP Percentage of assets, Hourly
Jennifer Gastrock Bright Road Wealth Management Anchorage CFP Percentage of assets, Hourly
Katelynn Toth Avier Wealth Advisors Eagle River CFP Percentage of assets
Tanner Link Link Asset Management Kasilof CFP Percentage of assets, Hourly
Antigone Zervas Bright Road Wealth Management Anchorage Not listed Percentage of assets, Hourly
Jaime Graham Phil A. Younker & Associates Fairbanks Not listed Percentage of assets, Fixed fees
Matthew Anderson Bright Road Wealth Management Anchorage Not listed Percentage of assets, Hourly
Matthew Hunt Bright Road Wealth Management Anchorage Not listed Percentage of assets, Hourly
Phil Younker, Jr. Phil A. Younker & Associates Fairbanks Not listed Percentage of assets, Fixed fees
Sheila Miller Outlook Financial Services Anchorage Not listed Hourly, Fixed fees
William Wrenn Heisten Wrenn Private Wealth Anchorage Not listed Percentage of assets, Hourly

Firms headquartered in Alaska (11)