Top financial advisors in Fairbanks, 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 Fairbanks and are managing your finances, you might face unique challenges like planning around the Permanent Fund Dividend, which is an annual payment to Alaska residents funded by oil revenues. A common mistake is overlooking how this dividend and local taxes affect your overall tax picture, especially since Alaska has no state income tax but does have property and local sales taxes.
- Federal tax focus. Since Alaska lacks state income tax, ask how advisors prioritize federal tax strategies alongside local tax considerations.
- Permanent Fund Dividend impact. Confirm how they incorporate this dividend into your income planning to avoid unexpected tax consequences.
- Local tax navigation. Local sales taxes vary; check how advisors help you understand and plan for these in your budget.
- Experience with Alaskan property tax. Property taxes can be significant; ask how they factor this into your long-term financial plans.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Samuel W
Series 66
Anchorage, AK
Morgan Stanley
Samuel Wolfe in Fairbanks, AK, offers general estate planning guidance with a decade of experience and a Series 66 designation, working within Morgan Stanley's large-firm environment. His affiliation with a major firm provides access to comprehensive advisory programs and firm-approved planning tools, which may support managing local tax nuances and integrating the Permanent Fund Dividend into financial strategies.
Experience: 10 years
Avg account: $670,481
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Phil Y
Series 63
Fairbanks, AK
Phil A. Younker & Associates, Ltd.
Phil Younker, Jr. in Fairbanks, AK, offers over 30 years of experience managing wealth with a focus on multi-generational wealth transfer and passive investing strategies, which can help navigate local tax nuances and the Permanent Fund Dividend. His firm provides discretionary portfolio management with a flat-fee option for complex cases, distinguishing him through a seasoned, independent approach tailored to clients with significant assets.
Experience: 30 years
Avg account: $837,539
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David W
Series 66
Fairbanks, AK
Edward Jones
David Wiese in Fairbanks, AK, specializes in retirement income strategy and wealth management, which suits clients planning around unique local factors like the Permanent Fund Dividend. Working at Edward Jones, a large firm with over $1 trillion in assets and a broad client base, he offers a comprehensive approach with a fee of up to 1.35% annually, leveraging his five years of experience and prior business background.
Experience: 5 years
Avg account: $246,728
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Scott B
Series 66
Fairbanks, AK
First Command Advisory Services
Scott Bandy in Fairbanks, AK, offers expertise in passive and active portfolio management with a focus on tax-loss harvesting, which is crucial for managing federal tax strategies alongside local tax considerations like the Permanent Fund Dividend. Working at First Command Advisory Services, a large firm with a structured planning approach and discretionary asset management, he serves mid-career professionals with a 1.30% AUM fee, differentiating him through firm resources and tailored services.
Experience: 11 years
Avg account: $214,697
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Greta M
CFP®
Fairbanks, AK
Frontier Financial Planning
Greta Myerchin Tape is well-equipped to address financial needs in Fairbanks, AK, with a decade of experience and CFP® certification, focusing on retirement income strategy and tax-loss harvesting. Her firm offers flat-fee planning, catering to Gen X clients, especially public service employees and educators, providing personalized guidance that reflects local Alaskan financial realities and family-oriented planning.
Experience: 10 years
Avg account: $638,538
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