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Sabrina Peterson

Advisor at Vanderbilt Advisory Services — Anchorage, AK

Updated today

Credentials

CFP®, Series 66

Experience

21 years

Location

Anchorage, AK

Vanderbilt Advisory Services logo

Vanderbilt Advisory Services

Multi-team

Total advisors

157

Across 98 offices

Clients per advisor

39 Low

Avg AUM per client

$327,118 Low

HNW client ratio

6% Low

About

Sabrina Peterson is a CFP® professional with 21 years of industry experience, currently serving at Vanderbilt Advisory Services. Her prior experience includes roles at Alera Investment Advisors, LLC, Triad Advisors, and Wilson & Albers Company, LLC. Outside of financial advising, she teaches billiards and competes in tournaments at the Alaska Billiard Academy. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and integrating retirement-plan and benefits consulting with advisory services.

Client services

Based on Vanderbilt Advisory Services

Financial planning Portfolio management

Expertise

Based on Vanderbilt Advisory Services

Wealth management Active portfolio management Tax-loss harvesting General estate planning guidance

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Fee options

Fixed

Annual Planning Service charged as a flat dollar amount, agreed upon in advance with client

Percentage

$0 - $249,999: 2.75% $250,000 - $499,999: 2.65% $500,000 - $999,999: 2.50% $1,000,000 - $4,999,999: 2.40% $5,000,000+: 2.40%

Project-based

Hourly financial planning/consulting fees charged as a flat rate per hour, amount depends on location and experience of Advisor Representative

Other

Account minimum: No minimum asset or income requirements to be a client Minimum fee: Minimum annual management fee is $90.00

Location

See office

Anchorage, AK

Anchorage AK

Advisors at this office

1

Most active in

Alaska

Work history

21 years of industry experience

Vanderbilt Securities, LLC

2025 - Present • 1 year

Woodbury, NY

Vanderbilt Advisory Services

2025 - Present • 1 year

Woodbury, NY

OSAIC

2024 - 2025 • 1 year

Anchorage, AK

Alera Investment Advisors, LLC

2018 - 2025 • 7 years

Anchorage, AK

Triad Advisors

2018 - 2024 • 6 years

Norcross, GA

Wilson & Albers Company, LLC

2015 - Present • 11 years

Anchorage, AK

Kms Financial Services, Inc

2006 - 2018 • 12 years

Seattle, WA

SELF EMPLOYED

1994 - Present • 32 years

Downey, CA

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 at Analogous Investment Management Limited Liability Company with six years of industry experience. He has worked at Analogous Investment Management since 2020 and previously had roles at Moose Run Golf Course and the University of Alaska Anchorage. Analogous Investment Management provides discretionary investment management primarily to individual and high-net-worth clients, focusing on portfolio construction and ongoing asset management. The firm uses macroeconomic analysis and modern portfolio theory to guide investment decisions, employing mainly buy-and-hold, passive, and dollar-cost averaging strategies.

Wealth management
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Kassi F

CFP®

Anchorage, AK

Artica Financial Services LLC

Kassi Fetters is a CERTIFIED FINANCIAL PLANNER™ at Artica Financial Services LLC with four years of industry experience. She has worked at Artica Financial Services since 2021 and previously spent six years at Outlook Financial Services. Artica Financial Services provides customized financial planning, divorce planning, investment management, cash management, and related consulting to individuals, small businesses, and estates. The firm follows a strategic asset-allocation, core-and-satellite approach with globally diversified portfolios and offers both ongoing relationships and limited-commitment engagements on a fee-only basis.

Divorce financial planning Cash flow / budgeting
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