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Best Financial Advisors in Anchorage

2024

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SmartAdvisor by SmartAsset

Anchorage, AK
  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Anchorage, AK

Why choose this provider?

Need help contacting a Financial Advisor in Anchorage? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
1407 West 31st Avenue, Anchorage, AK 99503
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

The Planning Center is a team of financial professionals that lists the Anchorage metro as one of its service areas. The team provides services such as asset and debt management, estate planning, asset protection and preservation, and investment management. It also helps clients in philanthropy matters, tax management, and accumulation and retirement planning. The Planning Center was established in 1998. Its president, Eric Kies, is a member of the National Association of Personal Financial Advisors and is a Certified Financial Planner.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
3601 Minnesota Drive, Anchorage, AK 99503
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

North Harbor Wealth Management is an advisory practice that serves the Anchorage area. Its team helps clients attain their financial goals through cash management solutions, annuities, and insurance policies, and the financial specialists also provide advice on retirement savings, cash flow and budgets, and tax planning strategies. They review clients' investments and progress and meet with them quarterly, annually, or semi-annually. Andrew Cooper, North Harbor Wealth Management's senior vice president, is an APMA and CFP with over 20 years of trade experience.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2408 Telequana Drive, Anchorage, AK 99517
  • Estate Planning
  • Retirement Planning

Why choose this provider?

Sagemark Consulting Private Wealth Services is a team of financial advisors serving the area of Anchorage. The company assists with estate or asset protection, retirement planning, and contingency planning. In addition to this, it can also aid clients in investment planning, business owner planning, and exit planning strategies. Thomas Turner and Paul Vann currently lead the company, who both have more than 40 years of experience in the business. Both of them also have a Master's degree in Business Administration.

Website
3601 C Street, Anchorage, AK 99503
  • Certified Financial Planner (CFP)

Why choose this provider?

Morrison Coon Group is a financial advisory team helping individuals, families, non-profit organizations, and ERISA retirement plans in Anchorage. Its team provides financial recommendations through Merrill's resources to simplify clients' financial matters. It offers wealth management services that involve liability or debt management, retirement and estate planning, participant support services, and corporate retirement plan sponsor. Morrison Coon Group has an application called MyMerrill and a website that gives access to client's financial information and enables secure communication with their respective financial advisors.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
3401 Denali Street, Anchorage, AK 99503
  • Certified Financial Planner (CFP)

Why choose this provider?

Leonard & Martens is an independent financial advisory firm located in Anchorage that helps clients manage their wealth, plan for retirement, and preserve their assets. It primarily offers financial planning, investment advice, and portfolio development services. Being independent, it also has the freedom to work with various investment companies to create personalized client portfolios. Founder Jeff Leonard started his career in the financial industry in 1993 with Deloitte before eventually founding Leonard & Martens in 1999.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
431 West 7th Avenue, Anchorage, AK 99501
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

Shilanski & Associates, Inc., has been advising clients in Anchorage since 1981. It is an independent financial advisory firm creating comprehensive financial plans that include cash flow management, insurance coverages, tax planning, and investment management. Furthermore, its financial advisors also help individuals prepare for the future by planning their retirement income and estates. Company president and Registered Financial Consultant Floyd Shilanski served in the U.S. Air Force from 1971 to 1978 before entering the financial industry.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
3.5
Yelp
3.5 / 5 (22)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1221 Huffman Park Drive, Anchorage, AK 99511

Why choose this provider?

Audax Wealth Management, LLC is a fee-only financial planning firm headquartered in Anchorage, AK. They offer fractional CFO services for businesses, advanced planning for families, investment management and exit planning for owners. Audax helps owners increase profitability and get ready for the next chapter. The owner, Christina Gamache, has 20 years of experience in the financial services industry and holds her CEPA designation, a Master's degree in Entrepreneurship and a Master's certificate in financial planning.

Website
721 Depot Dr, Anchorage, AK 99501
  • Estate Planning

Why choose this provider?

Intentional Advisors is an independent financial planning firm serving clients in Anchorage and its neighboring metros. Its principal advisor, Daniel Crumpacker, holds a CFP designation. He established the firm in 2018, helping individuals optimize their wealth through financial planning solutions. These solutions involve retirement, estate, investment, and business owner planning. He tailors the plan according to the client's monetary objectives. Crumpacker also offers life, disability, and long-term care insurance, in addition to investment management programs and college funding.

License Verified:

License: 4817596

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (20)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3003 Minnesota Dr., STE 305, Anchorage, AK 99503
  • Certified Financial Planner (CFP)

Why choose this provider?

Heisten Financial is a team of advisors who provide a range of services to clients in Anchorage and the surrounding areas. The services include financial planning and developing strategies to achieve different milestones such as retirement and children's education. In addition, it provides investment management, where it allocates investments across asset classes. It offers a sustainable investing strategy that integrates environmental, social, and governance criteria. It also has impact investment where it contributes a part of its revenue to different communities.

License Verified:

License: 315647

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
900 West 5th Avenue, Anchorage, AK 99501
  • Certified Financial Planner (CFP)

Why choose this provider?

For over 25 years, Alaska Permanent Capital Management has provided financial advisory services to the Anchorage metro. The Registered Investment Advisor firm creates a portfolio based upon clients' objectives and constraints. Additionally, it offers cash flow simulations, risk management tools, and portfolio trading & rebalancing. Its team also evaluates new asset classes & investment strategies and annually reviews asset allocation & capital market assumptions. Six advisors of Alaska Permanent Capital Management hold the Chartered Financial Analyst® designation.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
207 East Northern Lights Boulevard Suite 225, Anchorage, AK 99503
  • Estate Planning
  • Retirement Planning

Why choose this provider?

Stokes Financial Services assists Anchorage residents in planning for retirement. The firm offers customized wealth planning programs based on a client's investment needs and risk tolerance. Its professionals use investment and tax-efficient strategies to achieve long-term financial success. They also offer education, estate, and retirement planning services. In addition, the firm assists clients in selecting disability income, long-term care, and life insurance policies. Bill Stokes, the firm's founder, is a Certified Financial Planner with over 29 years of experience.

License Verified:

License: 2422143

Investment Adviser Public Disclosure Database, SEC

Website
405 West 36th Avenue, Anchorage, AK 99503
  • Retirement Planning
  • Business Formation

Why choose this provider?

Bright Road Wealth Management is an independent, fee-only Registered Investment Advisor with an office in Anchorage. It comprises financial advisors who have a combined experience of over 60 years in the financial industry and hold AIF, CFA, and CFP certifications. The team offers retirement planning and investment management through risk evaluation, portfolio performance analysis, asset allocation, and customized investment plan design. Additional services include advanced planning, relationship management, retirement plan, and small business and nonprofit support.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
5.0 / 5 (3)
Yelp
1.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3801 Centerpoint Dr Suite 301, Anchorage, AK 99503
  • Certified Financial Planner (CFP)

Why choose this provider?

Artica Financial Services is an independent financial advisory firm serving the community of Anchorage. It is a holistic financial planning firm not restricted by being attached to brokers or custodians trying to sell products. The firm offers debt management, retirement planning, investing, divorce planning, tax estimates, transition assistance, rental income strategies, and small business planning. It helps clients see available choices, identify the paths that bring them closer to their goals, and create stepping stones for achieving financial success.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How much is the salary of a financial advisor in Anchorage?

    The average annual salary of financial advisors in Anchorage is around $124,000. Financial advisors are generally paid amounts ranging from $41,500 to $228,000 per year. Depending on their company, they may also receive additional pay, such as cash bonuses, tips, and profit sharing. Their rates may vary depending on skills, experience, education, and location.

  • How do financial advisors in Anchorage get paid?

    Generally, financial advisors in Anchorage get paid through client fees, commissions, and salaries. Client fees are often on an hourly basis, fixed rate, or as a portion of the client's assets under management. In Alaska, most financial advisors earn through commissionable sale of insurance products and specific securities. They can also receive a salary from the investment or insurance firm they work for.

  • What are the advantages of hiring an independent financial advisor in Anchorage?

    Independent financial advisors in Anchorage do not work for insurance or investment firms. They do not need to meet the production requirements of a certain firm and can provide a clear perspective of your financial circumstances. Generally, they are not biased toward certain financial products as they are not employed in financial advisory firms. However, independent financial advisors may not have access to low-cost insurance options that financial advisors in big firms do.

  • Are financial advisors the same as investment bankers in Anchorage?

    Financial advisors and investment bankers in Anchorage are closely related. Financial advisors work with individual clients, while investment bankers are financial advisors to corporations and governments. According to the Bureau of Labor Statistics, financial advisors work in various settings. On the other hand, investment bankers generally work in corporate settings. Investment bankers also help companies prepare initial public offerings of stock.

  • Are financial advisor fees in Anchorage negotiable?

    Financial advisor fees may be negotiable in Anchorage. However, it depends on how the firm or the financial advisor structure the fees. Additionally, you can also negotiate perks, as large insurance brokerage firms often provide other products at a discounted rate. If you want to negotiate financial advisor fees, you can ask your financial advisor to explain what each fee covers.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.