user avatar

Paul Hurley

Advisor at Greenup Wealth

Updated today

Location

Wasilla, AK

Credentials

Series 66

Industry experience

17 years

About

Paul Hurley is a financial advisor at Arbor Capital Management Inc with 16 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Cuso Financial Services prior to joining Arbor Capital in 2022. Arbor Capital Management serves individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary investment management, financial planning, and portfolio monitoring, combining long-term strategies that blend passive index exposure with selective active management.

Client services

Based on Greenup Wealth

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Greenup Wealth

Options & derivatives strategies Active portfolio management Private / alternative investments

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fee financial planning: $3,000 (negotiable)

Percentage

$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.45%

Subscriptions

Financial planning subscription fee: $250 per month

Other

Fee-only: Financial planning fees: $250 per month (monthly basis) or flat fee $3,000 (negotiable, at firm's discretion)

Location

Wasilla, AK

Most active in

Alaska · Kansas

Work history

Greenup Street Wealth Management

2026 - Present (1 year)

Arbor Capital Management Inc.

2022 - 2026 (4 years)

Cuso Financial Services, LP

2021 - 2022 (1 year)

Charles schwab Bank

2012 - 2021 (9 years)

Charles Schwab

2012 - 2021 (9 years)

Disclosures

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

Business activities & affiliations

Matthew P

CFP®, AAMS®

Wasilla, AK

Unburdened Financial Planning

I would love to meet you and be able to share with you my story where Jesus is the hero. I would love to hear yours! I started Unburdened Financial Planning after having worked at a very large, nationwide broker dealer. While I and my colleagues worked to provide good advice and do what was best in our client's interest, I was not at peace. I was driven by my client's stress of how much money they were making, how much they had, did they make more than their friend, etc.? I was pushed by how much money I was making, how many reward trips did I earn, who did I make more money than, should I sell something just to make more money, etc.? I felt like so much of the conversations and efforts were focused on the "what" and "how" of planning. I was not pursuing peace. I was pursuing things. I was pursuing my value in my accomplishments. As a loving, father, God brought me to a point where I could see these things to be true in my life. I believe that working as a fee-only, fiduciary planner is the best way for me to provide peace focused counsel. Jesus is the Prince of Peace. When we focus on Him is when we feel peace. Our security and worth is tied up in Him not in what we have or what we do. I help clients focus on the following questions: Who is God? What does God do? Who am I? and finally with those answers in mind answering the all-important, What should I do? What is your "why" for your financial planning needs? What does God think of when He thinks of you? What are the good things He planned for you long ago? I'd love to help you in answering these questions and building a plan to use the resources He has given you to accomplish them!

Charitable giving & philanthropy Founder/Business Owner Retired Christian Faith Based Gen Y/Millennials (Born 1980-1995)
user avatar

Diana S

Series 65

Wasilla, AK

Elliott Cove Capital Management

Diana Soliday is a financial advisor at Elliott Cove Capital Management with 10 years of industry experience. She holds a Series 65 credential and has worked at Elliott Cove since 2015. In addition, she has served as Assistant Branch Manager at Northrim Bank since 2006, where her responsibilities include leadership, branch operations, and loan origination. Elliott Cove Capital Management provides fee-based portfolio management to individuals, trusts, corporations, and pension and profit-sharing plan sponsors. The firm emphasizes disciplined asset allocation and diversification using index-type mutual funds and ETFs, operating under an efficient-market, factor-oriented investment philosophy.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing Founder/Business Owner
user avatar

Donald S

Series 63, Series 65

Wasilla, AK

Missionsquare Retirement

Donald Spindle is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. He has worked at ICMA Retirement Corporation since 2014. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm utilizes investment advice and model portfolios developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
user avatar

Kirby H

CFP®, Series 65

Wasilla, AK

Farther

Kirby Houchin is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Arbor Capital Management Inc. since 2015. Arbor Capital Management serves individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities, offering investment management, financial planning, and portfolio monitoring. The firm employs a long-term investment approach combining passive index exposure with selective active management and also provides specialized digital asset management and consulting services.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
user avatar

David R

Series 63, Series 65

Chugiak, AK

Eagle Strategies (NY Life)

David Rupp is a financial advisor with Eagle Strategies (New York Life) in Chugiak, Alaska, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. He has worked with Eagle Strategies since 2016 and has been affiliated with New York Life and Nylife Securities Inc. since 2004. In addition to his advisory roles, he operates Rupp Financial, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions, utilizing third-party managers and model portfolios, and combines advisory services with affiliated insurance and broker-dealer capabilities as an indirect subsidiary of New York Life.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
user avatar

William H

ChFC®, Series 63

Wasilla, AK

Eagle Strategies (NY Life)

William Hurst is a financial advisor with Eagle Strategies (NY Life) based in Anchorage, AK, holding the ChFC® and Series 63 designations and bringing 31 years of industry experience. He has been associated with Eagle Strategies since 2007 and operates Hurst Financial, a firm brokering non-registered insurance products. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a network of over 2,000 advisors. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, managing approximately $25.4 billion in regulatory assets as of December 2024.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")