Zachary M Albert

Advisor at Edward Jones — Wasilla, AK N Jessica Brooke Circle

Updated today

Credentials

Series 66

Experience

1 year

Location

Wasilla, AK 99654

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,152 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Zachary Albert is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked for the Alaska Industrial Development and Export Authority and the Matanuska-Susitna Borough School District. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Entity structure planning (LLC, S-Corp)

Occupation focus

Founder/Business Owner Engineering Professional Doctor or Medical Professional Government Employee Attorney

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Wasilla, AK N Jessica Brooke Circle

645 N Jessica Brooke Circle, Suite A

Wasilla AK 99654

Advisors at this office

2

Most active in

Alaska · Texas

Work history

1 year of industry experience

Edward Jones

2025 - Present • 1 year

St. Louis, MO

Alaska Industrial Development and Export Authority

2023 - 2025 • 2 years

Anchorage, AK

Matanuska-Susitna Borough School District

2019 - 2023 • 4 years

Palmer, AK

University of Alaska

2014 - 2019 • 5 years

Anchorage, AK

Disclosures

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

Business activities & affiliations

user avatar

Matthew G

Series 65, Series 63

Wasilla, AK

HonorPoint Financial

Matthew Gorrell is an advisor at HonorPoint Financial in Wasilla, Alaska. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior roles include positions at H&R Block, the Wounded Warrior Project, and Mayo Clinic. He also owned and operated a skin care studio. HonorPoint Financial is an independent, virtual-first investment adviser serving individuals and families, including working households, veterans, and small business owners. The firm follows a passive, evidence-based investment approach using low-cost index funds and ETFs, focusing on comprehensive financial planning and portfolio rebalancing.

Tax strategies for small businesses Cash flow / budgeting Passive / index investing Military & Veterans Founder/Business Owner

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 ESG / Sustainable investing Founder/Business Owner Retired Christian Faith Based Gen Y/Millennials (Born 1980-1995)
user avatar

Mark D

Series 65

Palmer, AK

True North Wealth Management LLC

Mark Diehl is the sole advisor at True North Wealth Management LLC in Palmer, Alaska, holding a Series 65 credential with one year of industry experience. Prior to founding True North Wealth Management, he has operated Diehl CPA LLC since 2019 and worked with the Minnesota Department of Revenue from 2017 to 2019. True North Wealth Management is an independent, single-advisor firm serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and periodic educational seminars. The firm employs a long-term investment approach using various analytical methods to build diversified portfolios and offers clients access to tax-management tools through its affiliation with Diehl CPA LLC.

Wealth management Tax-loss harvesting Annuities
user avatar

Diana S

Series 65

Wasilla, AK

Elliott Cove Capital Management

Diana Soliday is a financial advisor at Elliott Cove Capital Management with 11 years of industry experience and a Series 65 credential. She has worked at Elliott Cove since 2015 and has been an assistant branch manager at Northrim Bank since 2006, where she is involved in leadership and management, sales, operations, and loan origination. Elliott Cove Capital Management provides fee-based portfolio management to individual, high-net-worth, and institutional clients, including government entities. The firm employs a disciplined asset-allocation strategy based on the efficient-market hypothesis, focusing on index-style portfolios primarily using Dimensional Fund Advisors mutual funds and ETFs, with quarterly account reviews and fiduciary services for employer retirement plans.

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

Series 66

Wasilla, AK

Greenup Wealth

Paul Hurley is a financial advisor with Greenup Wealth and holds the Series 66 designation. He has 17 years of industry experience, including positions at Charles Schwab and Arbor Capital Management. Paul joined Greenup Wealth in 2026 and is based in Wasilla, Alaska. Greenup Wealth provides portfolio management and financial planning services to individuals, charitable organizations, and business entities. The firm employs a variety of analytical methods and investment strategies, serving both discretionary and non-discretionary accounts while incorporating tax-efficient asset location and opportunistic rebalancing for assets not held in custody.

Options & derivatives strategies Active portfolio management Private / alternative investments
user avatar

Amy C

Series 65, Series 63

Wasilla, AK

Elliott Cove Capital Management

Amy Cowger is a financial advisor with Elliott Cove Capital Management, holding Series 65 and Series 63 licenses and three years of industry experience. She has worked with Wells Fargo Clearing and Wells Fargo Bank, NA, and previously held roles in higher education institutions. Outside of her advisory role, she serves as power of attorney for her father. Elliott Cove Capital Management provides fee-based portfolio management to individual and high-net-worth clients, as well as pension plans, trusts, charitable organizations, corporations, and government entities. The firm employs a disciplined, index-style asset allocation approach using model portfolios primarily composed of Dimensional Fund Advisors mutual funds and ETFs.

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