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Darron Keith Rizer

Advisor at Equitable Advisors — Anchorage, AK

Updated today

Credentials

Series 63, Series 66

Experience

27 years

Location

Anchorage, AK 99518

Equitable Advisors logo

Equitable Advisors

Institution

Total advisors

4,706

Across 976 offices

Clients per advisor

16 Very Low

Avg AUM per client

$609,299 High

HNW client ratio

47% Very High

About

Darron Rizer is a financial advisor with Equitable Advisors in Anchorage, AK, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with Equitable Advisors since 2005, previously associated with AXA Advisors, LLC. Outside of his advisory role, Rizer serves as a church elder at Kaleo Church in Anchorage. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment strategies according to client risk profiles and goals.

Client services

Based on Equitable Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Equitable Advisors

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance

Occupation focus

Based on Equitable Advisors

Founder/Business Owner Retired Executive

Demographic focus

Based on Equitable Advisors

Approaching retirement Sandwich Generation

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Fee options

Fixed

Financial planning fixed fees range from $250 to $25,000.

Percentage

$0+: 0% for financial planning fees (not AUM based) $0+: 0.20% to 2.50% annually for asset management advisory services, depending on the LPL or TAMP program and asset levels as summarized in detailed tier chart $0+: 0.30% to 2.50% maximum annual advisory fees across various LPL programs and TAMPs, negotiable

Commissions

Brokerage and insurance commissions are received when clients purchase such products separately from advisory services.

Project-based

Financial planning hourly fees generally range from $100 to $400 per hour.

Other

Minimum fee: Financial planning fixed fees range from $250 to $25,000 for new clients; follow-on reviews range from $250 to $12,500. Hourly rates range from $100 to $400 per hour. Fee-only: Financial planning fixed fees $250 to $25,000, hourly fees $100 to $400 per hour.

Location

See office

Anchorage, AK

615 East 82nd Avenue, Suite B2

Anchorage AK 99518

Advisors at this office

1

Most active in

Alaska · Texas

Work history

27 years of industry experience

Equitable Advisors

2005 - Present • 21 years

New York, NY

AXA Advisors, LLC

2005 - 2020 • 15 years

New York, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Sheila M

Series 65

Anchorage, AK

Outlook Financial Services

Sheila Miller is a financial advisor with Outlook Financial Services in Anchorage, AK, holding a Series 65 designation and over 37 years of industry experience. She has been with Outlook Financial Services since 1986. Outside of her advisory role, she serves as a personal representative for an estate and as trustee for an ongoing trust, managing related responsibilities outside of normal business hours. Outlook Financial Services is an independent firm offering fee-only financial planning and investment management to individuals and small businesses. The firm employs a strategic core-and-satellite investment approach using primarily no-load or low-load mutual funds and ETFs, and provides additional services such as cash flow management, bookkeeping, tax and estate planning.

Divorce financial planning Cash flow / budgeting General retirement planning General tax planning General estate planning guidance
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Jeffrey P

CFP®, Series 63, Series 66

Anchorage, AK

Alaska Wealth Management

Jeffrey Paine is a CFP®-certified financial advisor with 18 years of industry experience. He currently serves as the sole advisor at Alaska Wealth Management, where he has worked since 2022. Prior to this, he held positions at Charles Schwab Bank and Charles Schwab & Co., Inc. He is also a licensed insurance agent and a guitarist who has released an album on iTunes. Alaska Wealth Management provides portfolio management, financial planning, third-party adviser selection, and retirement plan consulting to individuals, trusts, estates, corporations, and other business entities. The firm employs multiple analysis methods and offers both discretionary and non-discretionary investment services, combining retail advisory and institutional retirement-plan consulting.

Tax strategies for small businesses Founder/Business Owner Executive
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Matthew S

ChFC®

Anchorage, AK

Stellar Wealth Management

Matthew Stelmaszek is a ChFC® credentialed financial advisor at Stellar Wealth Management in Anchorage, AK, with two years of advisory experience. His prior work includes positions with the United States Air Force and Department of the Air Force from 2018 to 2024. Stellar Wealth Management offers financial planning and hourly consultations focused on military personnel, federal employees, and small-business owners. The firm provides non-discretionary investment advice using asset-allocation principles and Modern Portfolio Theory, emphasizing low-cost, diversified mutual funds and ETFs.

General retirement planning Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Charitable giving & philanthropy Self-Employed Military & Veterans Government Employee Mid-Career Professionals
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Dylan R

Series 65

Anchorage, AK

Robertson, Dylan

Dylan Robertson is the sole advisor at Robertson, Dylan, an independent investment advisory firm. He holds a Series 65 designation and has one year of experience in financial advising. Prior to starting his advisory practice, Dylan worked for ANP Shipping for four years and currently serves as an accounting manager at Matson, an ocean freight transportation company. Robertson, Dylan provides tailored investment advice to individual clients through in-person or telephone consultations, focusing on diversified portfolios that mainly include indices and ETFs. The firm’s approach uses client suitability profiles to guide investment recommendations and operates without discretionary authority or custody of client assets.

Passive / index investing Wealth management
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Jeffrey T

Series 65

Anchorage, AK

Analogous Investment Management Limited Liability Company

Jeffrey Turner is a Series 65-licensed financial advisor with six years of industry experience. He is the sole advisor at Analogous Investment Management Limited Liability Company, an independent firm based in Anchorage, AK. Prior to his advisory role, he worked at Moose Run Golf Course and the University of Alaska Anchorage. Analogous Investment Management provides discretionary portfolio management primarily to individuals and high-net-worth clients. The firm constructs customized allocations using modern portfolio theory and macroeconomic analysis, employing strategies such as passive indexing, buy-and-hold, and dollar-cost averaging.

Passive / index investing
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Kassi F

CFP®

Anchorage, AK

Artica Financial Services LLC

Kassi Fetters is a CFP® professional with five years of experience in financial advising. She is the sole advisor at Artica Financial Services LLC in Anchorage, AK, where she has worked since 2021. Prior to that, she spent six years at Outlook Financial Services. Artica Financial Services provides customized financial planning, divorce planning, investment management, and consulting services to individuals, small businesses, and estates. The firm uses a fee-only, subscription-style pricing model and employs a core-and-satellite asset allocation strategy with diversified investment vehicles tailored to each client’s needs.

Divorce financial planning Cash flow / budgeting
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