Alaska Retirement fees and pricing
Financial planner in Anchorage, Alaska. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 23, 2026, Alaska Retirement charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“The negotiated hourly fee for these services is $300.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Alaska Retirement bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may terminate the agreement without penalty for a full refund of AKR's fee within five business days of signing the Investment Advisory 4 Contract.”
- “Clients may terminate the agreement without penalty, for full refund of AKR’s fees, within five business days of signing the Financial Planning Agreement.”
- “Financial planning fees are paid via check.”
How Alaska Retirement’s fees compare
- None of the 2 other planners in Anchorage that publish an hourly rate charge less.
About Alaska Retirement
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2017 (9 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.85% a year
- Clients
- 15
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, pension consulting, selecting other advisers, and other services
- Assets managed
- $3,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 291314
- Phone
- (907) 929-4887
Other planners in Anchorage that publish fees
- Artica Financial Services LLCAnchorage$375
- Bright Road Wealth Management, LLCAnchorage$300-$650/hr, $800-$6,500
- Stellar Wealth ManagementAnchorage$350/hr, $2,500
- Frontier Financial PlanningFairbanks$350/hr, $4,000-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.