Fee-OnlyFinder

Flat / fixed fees in Anchorage, AK

7 advisers in Anchorage offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 7

Alaska Wealth Advisors3800 Centerpoint Drive, Suite 910 · Anchorage, AK 99503 · (907) 272-7575 · Financial planningCRD 172151 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedAlaska Wealth Management911 West 8th Ave, Su. 101, Pmb 8 · Anchorage, AK 99501 · (907) 250-3341 · Financial planningCRD 323296 · % of assets, Fixed fees · $23.0 million AUMState registeredNo commissions reportedArtica Financial Services LLC3400 Spenard Road, Suite 216 · Anchorage, AK 99503 · (907) 274-1006 · Financial planningCRD 314987 · Hourly charges, Subscription fees, Fixed fees · $27.6 million AUMState registeredNo commissions reportedBright Road Wealth Management, LLC405 W. 36th Avenue, Suite 212 · Anchorage, AK 99503 · (907) 339-1555 · Financial planningCRD 164408 · % of assets, Hourly charges, Fixed fees · $443.3 million AUMSEC registeredNo commissions reportedHeisten Wrenn Private Wealth, LLC3150 C Street, Suite 225 · Anchorage, AK 99503 · (907) 222-6270 · Financial planningCRD 315647 · % of assets, Hourly charges, Fixed fees · $231.8 million AUMSEC registeredNo commissions reportedLatash Investments, LLC301 W. Northern Lights Blvd.,, Suite 412 · Anchorage, AK 99503 · (907) 868-7580 · Flat / fixed feesCRD 128012 · % of assets, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedOutlook Financial Services2525 Blueberry Road, Suite 103 · Anchorage, AK 99503 · (907) 274-1660 · Financial planningCRD 133179 · Hourly charges, Fixed fees · $30.7 million AUMState registeredNo commissions reported