Find Best Financial Advisors in Alaska

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A densely populated state like Alaska has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Alaska and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Finding the Top Financial Advisor in Alaska
Last Updated - 19-Jan-2023

Alaska has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 119 non-vetted advisors in your local area. These financial advisors in Alaska have an average of 14 years of experience.

NOTE: The list of financial advisors in Alaska mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Alaska.

List of Qualified Financial Advisors in Alaska
Financial Advisor Experience AUM Minimum Assets Fee Structure
Chad Hufford
2665 E Tudor Road,
Anchorage, AK 99507
14 $235,000,000 Not Specified Not Specified

Information on Qualified Financial Advisors in Alaska

Qualifications CRD# 5385222
Firm CRD# 11869
Series 7, 66

Office Location 2665 E Tudor Road,
Phone Number 907-727-7198

Even the most successful and educated people still experience anxiety and frustration in investing and planning for retirement. Lack of clarity in understanding retirement plan options, the fear in wondering "will I make it?" and the confusion of where they are headed financially can steal an investor's peace of mind and leave them feeling vulnerable. Chad believes you deserve to invest with the confidence and clarity that comes with having ongoing financial coaching, a personalized financial blueprint, and a custom investment strategy based on your goals and dreams. You shouldn't have to be anxious about your investments or running out of money in retirement. Experience the clarity of a financial blueprint and the confidence of proactive planning. Your dreams are too important to go at it alone. Let Chad guide you to achieving your goals and experiencing financial freedom.

About Veritas Wealth Management

Investing and planning for retirement can be challenging, so Veritas helps take the confusion and anxiety out of the process by providing guidance and personalized coaching every step of the way. Together let's build your future with confidence. Guiding investors like you at every stage of life plan for and manage retirement is the mission of Veritas. After getting to know you and understanding your career and life circumstances, goals, and challenges, we'll undertake a portfolio review to help analyze your investments. Next, a customized savings and investment blueprint will be drafted to help you achieve your unique goals. Through continued, proactive investment coaching, we'll help ensure your plan and portfolio stay aligned with your objectives as they evolve over your career and changing life circumstances.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management

Top Financial Advisor Firms in Alaska (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
3800 Centerpoint Drive , Suite 1100,
Anchorage, AK 99503-3956
$3,796,339,029 362 A percentage of AUM
Fixed fees
Performance Based
900 W 5th Avenue, Suite 601,
Anchorage, AK 99501
$3,743,020,325 161 A percentage of AUM
Fixed fees
301 W. Northern Lights Blvd., , Suite 412,
Anchorage, AK 99503
$1,502,942,032 13 A percentage of AUM
Fixed fees
900 West 5th Avenue , Suite 601,
Anchorage, AK 99501
$710,712,492 1553 A percentage of AUM
Hourly charges
Fixed fees
431 West Seventh Avenue , Suite 100,
Anchorage, AK 99501
$313,153,545 1755 A percentage of AUM
Hourly charges
Subscription fees
Fixed fees
Commision Based
800 E Dimond Blvd #3-310,
Anchorage, AK 99515
$302,867,014 840 A percentage of AUM
Hourly charges
405 W. 36th Avenue , Suite 212,
Anchorage, AK 99503
$186,530,972 973 A percentage of AUM
Hourly charges
111 Stedman Street , Suite 100,
Ketchikan, AK 99901
$166,750,321 57 A percentage of AUM
Hourly charges
188 W. Northern Lights Blvd. , Suite 920,
Anchorage, AK 99503-3985
$154,722,952 1 A percentage of AUM
Performance Based
3800 Centerpoint Drive , Suite 1100,
Anchorage, AK 99503
$117,000,000 1 A percentage of AUM
Performance Based
3003 Minnesota Drive , Suite 305,
Anchorage, AK 99503
$114,518,018 121 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Alaska*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Branch L Haymans
    Inquire with Branch
    2550 Denali Street, Suite 1700, Anchorage, AK  99503 907-263-5720
    Brad Gamblin
    Inquire with Brad
    2550 Denali Street, Suite 1700, Anchorage, AK  99503 907-263-5713
    Baobab Wealth Management
    Inquire with Baobab
    3131 Brookridge Circle, Anchorage, AK  99504 907-317-8454
    Beckwith Carver Group
    Inquire with Beckwith
    2550 Denali Street, Suite 1700, Anchorage, AK  99503 907-263-5789
    Brian Cook
    Inquire with Brian
    2550 Denali Street, Suite 1700, Anchorage, AK  99503 907-263-5718
    Ryan R Callaway
    Inquire with Ryan
    3601 Minnesota Dr, Anchorage, AK  99503 907-276-1911
    Gena Moxey
    Inquire with Gena
    3601 Minnesota Dr, Anchorage, AK  99503 907-276-1911
    North Harbor Wealth Management
    Inquire with North
    3601 Minnesota Dr, Anchorage, AK  99503 907-276-1911
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    2550 Denali Street, Suite 1700, Anchorage, AK  99503 907-277-2511
    Legacy Wealth Management
    Inquire with Legacy
    10735 Kenai Spur Hwy Ste 3, Kenai, AK  99611 907-283-5646
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?