Blue Anchor Wealth Advisors, LLC fees
Financial planner in Ketchikan, Alaska. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 22, 2026, Blue Anchor Wealth Advisors, LLC (Ketchikan, AK) charges $195 an hour for financial planning.
- Website: blueanchorwealth.com (opens in new tab)
- Call (907) 225-6110
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 22, 2026. Fees can change.
- Hourly rate
- $195/hr
“Hourly fees, for financial planning and written investment advice, are $195.00, negotiable.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 6 employees
How Blue Anchor Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Hourly fees are billed to the client at the end of the service provided and payable by check when the financial plan is provided to the client.”
- “If the Financial Planning contract is terminated prior to a financial plan or analysis being completed in writing, the written portion completed prior to the termination will not be delivered to the client and no charge will be billed to the client.”
- “Advisor fees are prorated based on the number of days in the first quarter of opening an account.”
About Blue Anchor Wealth Advisors, LLC
“The Advisory Business of Blue Anchor Wealth Advisors Blue Anchor Wealth Advisors is an independent firm that offers financial planning, investment advice, retirement planning, portfolio management, and business advice to individuals, small businesses, and other entities, including municipal governments.”
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 300
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles
- Assets managed
- $144 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of September 8, 2026
- CRD number
- 307522 (opens in new tab)
- Phone
- (907) 225-6110
Registered or notice filed in 6 states: Alaska, Arizona, Colorado, Oregon, Texas, Washington
More planners in Alaska that publish fees
- Unburdened Financial PlanningWasillaHourly $300/hr, Flat $1,000-$5,000
- Bright Road Wealth Management, LLCAnchorageHourly $300-$650/hr, Flat $800-$6,500
- Artica Financial Services LLCAnchorageFlat $375
- Frontier Financial PlanningFairbanksFlat $4,000-$10,000
- Stellar Wealth ManagementAnchorageHourly $350/hr, Flat $2,500-$30,000
- Heisten Wrenn Private Wealth, LLCAnchorageHourly $250-$400/hr, Flat $2,500-$5,000
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.