A
Alaska Retirement
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,000,000
Clients
15
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
15
TypicalAverage account size
$200,000
About
The firm works with individual and high-net-worth clients as well as pension and profit-sharing plans, offering financial planning, portfolio “MRI” analysis, and pension consulting. For investment management it refers clients to a named third‑party investment adviser and places client assets in that adviser’s mutual funds rather than executing discretionary trades in-house.
The adviser documents each client’s goals and risk tolerance in an Investment Policy Statement and employs a range of analysis methods (including fundamental, quantitative, technical, and modern portfolio theory) with a long‑term investment orientation. The firm does not exercise trading discretion over client accounts; custody and execution are handled by custodians and the third‑party manager, and the firm conducts periodic reviews and provides custodian statements to clients.
What is distinctive about the firm is its combination of services and affiliations: the principal is a licensed insurance agent who may offer commissionable insurance products (a disclosed potential conflict of interest), the firm provides pension plan consulting in addition to individual planning, and it operates an affiliated real‑estate savings platform. The practice also concentrates client assets with a single third‑party manager and maintains primarily non‑discretionary assets, which is less common among independently registered advisers of this size.
Client services
Financial planning
Pension consulting
Selection of other advisers
Matson money co-advisory services
Expertise
General retirement planning
Fee options
Pension consulting flat fee up to $2,000
Up to 0.85% annually for portfolio management and pension consulting
Owner is licensed insurance agent and receives commissions on insurance products sales
Financial planning hourly rate of $300/hour
Fee-only: Financial planning hourly fee of $300/hour; Flat pension consulting fee up to $2,000
Main office location
Alaska Retirement
Anchorage AK, United States
Number of offices
1
Most active in
Alaska Retirement has reported serving >5 clients in these states in the last 12 months.
Alaska
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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.
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")