Fiduciary advisors in Alaska

9registered advisers
9fee-only verified

Only 9 SEC-registered advisors call Alaska their base of operations, and every one of them is fee-only. The state's Permanent Fund Dividend, paid annually to residents from oil revenue, introduces unique tax and financial planning questions that most lower-48 advisors never encounter.

Cities

Anchorage8Juneau1

Top advisors

1207 CAPITAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Juneau, AlaskaCRD #162611
Typical Fee--
AUM$138M
Minimum--
Clients4

ALASKA PERMANENT CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Anchorage, AlaskaCRD #106233
Typical Fee--
AUM$4.1B
Minimum--
Clients189

ALASKA WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Anchorage, AlaskaCRD #172151
Typical Fee1.50%
AUM$925M
Minimum$500,000
Clients2,008

ARBOR CAPITAL MANAGEMENT INC

Fee-OnlyAlso Compensated via Product Sales
Anchorage, AlaskaCRD #111362
Typical Fee1.00%
AUM$348M
Minimum--
Clients481

BRIGHT ROAD WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Anchorage, AlaskaCRD #164408
Typical Fee--
AUM$349M
Minimum--
Clients1,919

HEISTEN WRENN PRIVATE WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Anchorage, AlaskaCRD #315647
Typical Fee--
AUM$232M
Minimum--
Clients621

LATASH INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Anchorage, AlaskaCRD #128012
Typical Fee--
AUM$1.5B
Minimum--
Clients8

MCKINLEY ALASKA PRIVATE INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Anchorage, AlaskaCRD #319075
Typical Fee--
AUM$124M
Minimum--
Clients3

PT CAPITAL ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Anchorage, AlaskaCRD #168601
Typical Fee--
AUM$121M
Minimum--
Clients2
Fiduciary Financial Advisors in Alaska | FiduciaryListings