{
  "path": "/advisors/ak/fee-only",
  "url": "https://advisorcensus.com/advisors/ak/fee-only",
  "page_type": "state_fee",
  "title": "Fee-only financial advisors in Alaska",
  "filters": {},
  "scope_total": 21,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Alaska?",
      "a": "AdvisorCensus lists 30 investment advisory firms with a principal office in Alaska, from Form ADV filings as of October 2026: 9 SEC-registered, 21 state-registered, and 0 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Alaska?",
      "a": "21 of the 30 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Alaska offer financial planning?",
      "a": "20 of the 30 firms in Alaska that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Alaska fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 21 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 21 investment advisory firms with a principal office in Alaska that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.",
  "about_market": null,
  "citation": "AdvisorCensus. Fee-only financial advisors in Alaska: 21 firms from Form ADV filings as of October 2026.",
  "total_firms": 21,
  "page": 1,
  "total_pages": 1,
  "sort": "name",
  "registration_types": {
    "sec": 6,
    "state": 15,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 21
    },
    {
      "code": "percentage_of_aum",
      "count": 15
    },
    {
      "code": "hourly",
      "count": 12
    },
    {
      "code": "subscription",
      "count": 1
    },
    {
      "code": "fixed",
      "count": 13
    },
    {
      "code": "commissions",
      "count": 0
    },
    {
      "code": "performance_based",
      "count": 0
    },
    {
      "code": "other",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 11
    },
    {
      "code": "5_to_9",
      "count": 6
    },
    {
      "code": "10_to_19",
      "count": 1
    },
    {
      "code": "20_plus",
      "count": 2
    },
    {
      "code": "not_reported",
      "count": 1
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 7
    },
    {
      "code": "25m_100m",
      "count": 5
    },
    {
      "code": "100m_500m",
      "count": 3
    },
    {
      "code": "500m_1b",
      "count": 0
    },
    {
      "code": "1b_5b",
      "count": 3
    },
    {
      "code": "over_5b",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 3
    }
  ],
  "firms": [
    {
      "crd_number": 106233,
      "name": "Alaska Permanent Capital Management, LLC",
      "name_as_filed": "ALASKA PERMANENT CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/alaska-permanent-capital-management-llc-anchorage-ak-106233",
      "city": "Anchorage",
      "state": "AK",
      "years_registered": 34,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172151,
      "name": "Alaska Wealth Advisors",
      "name_as_filed": "ALASKA WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/alaska-wealth-advisors-anchorage-ak-172151",
      "city": "Anchorage",
      "state": "AK",
      "years_registered": 12,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314987,
      "name": "Artica Financial Services LLC",
      "name_as_filed": "ARTICA FINANCIAL SERVICES LLC",
      "url": "https://advisorcensus.com/firm/artica-financial-services-llc-anchorage-ak-314987",
      "city": "Anchorage",
      "state": "AK",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307522,
      "name": "Blue Anchor Wealth Advisors, LLC",
      "name_as_filed": "BLUE ANCHOR WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/blue-anchor-wealth-advisors-llc-ketchikan-ak-307522",
      "city": "Ketchikan",
      "state": "AK",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164408,
      "name": "Bright Road Wealth Management, LLC",
      "name_as_filed": "BRIGHT ROAD WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/bright-road-wealth-management-llc-anchorage-ak-164408",
      "city": "Anchorage",
      "state": "AK",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116881,
      "name": "Capital Advisors",
      "name_as_filed": "CAPITAL ADVISORS",
      "url": "https://advisorcensus.com/firm/capital-advisors-116881",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 139909,
      "name": "Catherine R. Smith, Financial Planner, LLC",
      "name_as_filed": "CATHERINE R. SMITH, FINANCIAL PLANNER, LLC",
      "url": "https://advisorcensus.com/firm/catherine-r-smith-financial-planner-llc-anchorage-ak-139909",
      "city": "Anchorage",
      "state": "AK",
      "years_registered": null,
      "raum_band": "25m_100m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341067,
      "name": "Compass Wealth Advisor",
      "name_as_filed": "COMPASS WEALTH ADVISOR",
      "url": "https://advisorcensus.com/firm/compass-wealth-advisor-341067",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116693,
      "name": "Dynamic Capital Management, Inc.",
      "name_as_filed": "DYNAMIC CAPITAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/dynamic-capital-management-inc-anchorage-ak-116693",
      "city": "Anchorage",
      "state": "AK",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 291824,
      "name": "Frontier Financial Planning",
      "name_as_filed": "FRONTIER FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/frontier-financial-planning-fairbanks-ak-291824",
      "city": "Fairbanks",
      "state": "AK",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330282,
      "name": "Girdwood Capital LLC",
      "name_as_filed": "GIRDWOOD CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/girdwood-capital-llc-girdwood-ak-330282",
      "city": "Girdwood",
      "state": "AK",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315647,
      "name": "Heisten Wrenn Private Wealth, LLC",
      "name_as_filed": "HEISTEN WRENN PRIVATE WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/heisten-wrenn-private-wealth-llc-anchorage-ak-315647",
      "city": "Anchorage",
      "state": "AK",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343016,
      "name": "Honorpoint Financial",
      "name_as_filed": "HONORPOINT FINANCIAL",
      "url": "https://advisorcensus.com/firm/honorpoint-financial-343016",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327163,
      "name": "Lake State Financial Inc",
      "name_as_filed": "LAKE STATE FINANCIAL INC",
      "url": "https://advisorcensus.com/firm/lake-state-financial-inc-anchor-point-ak-327163",
      "city": "Anchor Point",
      "state": "AK",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128012,
      "name": "Latash Investments, LLC",
      "name_as_filed": "LATASH INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/latash-investments-llc-anchorage-ak-128012",
      "city": "Anchorage",
      "state": "AK",
      "years_registered": 23,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133179,
      "name": "Outlook Financial Services",
      "name_as_filed": "OUTLOOK FINANCIAL SERVICES",
      "url": "https://advisorcensus.com/firm/outlook-financial-services-anchorage-ak-133179",
      "city": "Anchorage",
      "state": "AK",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332286,
      "name": "Robertson, Dylan",
      "name_as_filed": "ROBERTSON, DYLAN",
      "url": "https://advisorcensus.com/firm/robertson-dylan-332286",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342926,
      "name": "Stellar Wealth Management",
      "name_as_filed": "STELLAR WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/stellar-wealth-management-342926",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309344,
      "name": "Stevens Group Wealth Coaches, Inc. D/B/A Alaska Advisors",
      "name_as_filed": "STEVENS GROUP WEALTH COACHES, INC. D/B/A ALASKA ADVISORS",
      "url": "https://advisorcensus.com/firm/stevens-group-wealth-coaches-inc-d-b-a-alaska-advisors-anchorage-ak-309344",
      "city": "Anchorage",
      "state": "AK",
      "years_registered": 6,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337463,
      "name": "True North Wealth Management LLC",
      "name_as_filed": "TRUE NORTH WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/true-north-wealth-management-llc-palmer-ak-337463",
      "city": "Palmer",
      "state": "AK",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342593,
      "name": "True Range Strategic Wealth LLC",
      "name_as_filed": "TRUE RANGE STRATEGIC WEALTH LLC",
      "url": "https://advisorcensus.com/firm/true-range-strategic-wealth-llc-342593",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/ak",
      "label": "Financial advisors in Alaska"
    },
    "fee_pages": [
      {
        "path": "/advisors/ak/flat-fee",
        "label": "Flat-fee financial advisors in Alaska",
        "firm_count": 17
      },
      {
        "path": "/advisors/ak/hourly",
        "label": "Hourly financial advisors in Alaska",
        "firm_count": 16
      }
    ],
    "metro_fee_pages": [
      {
        "path": "/advisors/ak/anchorage/fee-only",
        "firm_count": 12,
        "label": "Fee-only financial advisors in Anchorage, AK"
      },
      {
        "path": "/advisors/ak/fairbanks/fee-only",
        "firm_count": 1,
        "label": "Fee-only financial advisors in Fairbanks, AK"
      }
    ]
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}