PlannerFees

Stellar Wealth Management fees and pricing

Financial planner in Anchorage, Alaska. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 24, 2026, Stellar Wealth Management charges $350 an hour, a flat or project fee of $2,500, a monthly fee of $350, and an annual fee of $3,600 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$350/hr
“Consultation Fee Hourly consultation is billed at $350 per hour.”
Flat or project fee
$2,500
“The minimum one-time financial plan fee is $2,500 and the maximum is $30,000.”
Monthly fee
$350/mo
“Months 2 through 12 — $350 per month, in arrears.”
Annual fee
$3,600/yr
“Annualized cost: $4,350 in year 1 ($500 at signing plus eleven $350 monthly invoices) and $3,600 per year thereafter ($300 × 12 months).”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Stellar Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “The remaining balance of the agreed fixed fee is billed in installments at each scheduled working meeting throughout the engagement, with the final installment due at the meeting at which the written plan is delivered.”
  • “Retain a pro-rata portion of the $500 deposit equal to the percentage of work completed.”
  • “Refund any unearned portion of the deposit to the client within 14 days of termination.”

How Stellar Wealth Management’s fees compare

  • 1 of the 2 other planners in Anchorage that publish an hourly rate charge less.
  • 1 of the 2 other planners in Anchorage that publish a flat or project fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Stellar Wealth Management

“Stellar Wealth Management offers three categories of advisory service: (1) one-time financial planning, (2) ongoing financial planning, and (3) hourly consultation.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Matthew Stelmaszek
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2026.

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • College planning
  • Military and veterans
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Employees
1
Services reported to regulators
Financial planning and educational seminars and workshops
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
342926
Website
stellarwm.com (opens in new tab)
Phone
(720) 239-2246

Other planners in Anchorage that publish fees

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