Top financial advisors in Anchorage, AK
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you live in Anchorage and want to manage your finances wisely, you might be considering how to handle federal taxes, property taxes, and the unique Permanent Fund Dividend (a yearly payment to Alaska residents). A common mistake is overlooking how these factors interact, which can lead to unexpected tax bills or missed opportunities.
- Federal tax focus. Ask how they plan around your federal income tax since Alaska has no state income tax but other tax obligations.
- Permanent Fund Dividend impact. Confirm if they consider how this annual payment affects your overall tax situation and cash flow.
- Property tax strategies. Property taxes can be significant; check how they help you manage or plan for these costs.
- Local tax awareness. Some local areas have sales taxes; see if they factor these into your spending and budgeting advice.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Shannon V
Series 65
Eagle River, AK
Advisory Services Network
Shannon Van Holstyn's seven years of experience and Series 65 registration equip him to address Anchorage residents' unique tax situations, including federal tax planning and property tax strategies. Operating independently with flat-fee options, he serves diverse clients through Advisory Services Network, which manages $8.6 billion in assets, offering comprehensive wealth management and business succession planning from nearby Eagle River.
Experience: 8 years
Avg account: $826,033
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Erik B
ChFC®, Series 66
Anchorage, AK
First Command Advisory Services
Erik Bruce's 11 years of experience and ChFC® designation equip him to address Anchorage residents' unique tax situations, including federal taxes and property tax strategies. Working with First Command Advisory Services, a large firm offering comprehensive financial planning and discretionary asset management, he provides structured, face-to-face coaching with a 1.30% AUM fee, catering to mid-career professionals and retired clients near Eagle River, AK.
Experience: 12 years
Avg account: $214,697
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Philip M
Series 66
Eagle River, AK
Edward Jones
Philip Medders brings 24 years of experience in wealth management and tax-loss harvesting, which can help Anchorage residents navigate federal taxes and property tax strategies effectively. As a seasoned advisor at Edward Jones, a large firm managing over $1 trillion in assets, he offers comprehensive programs with an annual fee up to 1.35%, catering to clients including retirees and business owners.
Experience: 25 years
Avg account: $246,728
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Katelynn T
CFP®, Series 65
Eagle River, AK
Avier Wealth Advisors
Katelynn Toth, a CFP® based near Anchorage in Eagle River, offers wealth management with a focus on factor investing and smart beta strategies, which can help navigate Anchorage's unique tax landscape including federal and property taxes. Her firm, Avier Wealth Advisors, emphasizes diversified, low-cost mutual fund and ETF portfolios, serving high-net-worth clients with a 1% AUM fee, distinguishing her from advisors with broader or less specialized investment approaches.
Experience: 4 years
Avg account: $2,036,587
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Kenneth M
Series 66
Eagle River, AK
Foundations Investment Advisors LLC
Kenneth Mc Kenzie offers expertise in wealth management and retirement plans for business owners, which can help Anchorage residents navigate federal tax implications and plan for property taxes effectively. His firm uses model portfolio allocations and third-party sub-advisers, providing diverse investment options, while his flat-fee and hourly pricing offer flexible cost structures compared to other advisors in the area.
Experience: 10 years
Avg account: $340,025
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