Artica Financial Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Artica Financial Services provides customized financial planning, divorce planning, investment management, cash management, and related consulting to individuals, small businesses, and estates. The firm operates on a fee-only basis and uses ongoing subscription-style flat fees for its ongoing planning and investment services, with alternative one-time meeting and project options available.
Investment work is built around a core-and-satellite strategic asset allocation that uses mutual funds, ETFs, index funds, and global diversification, and each client receives a personalized investment policy and timeline. The firm manages both discretionary assets ($20,276,220.52) and non-discretionary assets ($7,360,128.70) and conducts periodic or event-driven account reviews to implement agreed plans.
Noteworthy features include the firm’s subscription and flat-fee pricing model (including a $375 one-time meeting, a financial roadmap starting at $3,600, and project hourly rates) and an explicit avoidance of percentage-of-AUM and performance-based fees. As a solo, fee-only registered advisor, it also holds a state-required surety bond and offers limited-commitment project arrangements in addition to ongoing oversight.
Client services
Expertise
Fee options
One-time meeting: $375; Financial Roadmap Project: $3,600; Retirement & Investments Project: $1,600; Other projects priced at number of hours × $220/hour.
$220 per hour for projects; current hourly rate is $220.
Ongoing Planning & Investments fees described as an ongoing subscription based fee, paid monthly, quarterly, or semiannually.
Fee-only: Ongoing Planning & Investments: flat fees based on annual gross income and complexity; e.g., $4,800 (under $175,000 AGI), $6,000 ($175,000-$300,000 AGI), $8,400 (over $300,000 AGI or assets over $2 million) annually, paid monthly, quarterly, or semiannually; fees are negotiable.
Main office
3400 Spenard Road, Suite 216
Anchorage AK 99503
Advisors at this office
1
Most active in
Alaska
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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