Outlook Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Outlook Financial Services is a small, independent, fee-only advisory firm that works with individuals and small businesses, offering investment supervisory services and comprehensive financial planning. The firm actively manages about $30.7 million for 42 clients and provides regularly scheduled reviews on roughly $43 million for an additional 27 clients.
The firm’s investment approach centers on a core-and-satellite strategic asset allocation, using primarily no-load or low-load mutual funds and exchange-traded funds in globally diversified portfolios, and it may manage accounts on a discretionary or non‑discretionary basis while clients retain custody. Rather than using a percentage-of-assets fee model, advisory and planning services are billed through hourly charges, retainers, or contract fees.
Distinctive features include a stated history of disciplinary events disclosed in the brochure (a client claim settlement and a state regulatory consent order from the 1990s–2000s), which prospective clients may review in the Disciplinary Information section. The firm also provides a broader set of services than many solo advisers — including divorce and litigation support with expert testimony capacity, ongoing bookkeeping and cash‑flow management, and non‑custodial review-only engagements.
Client services
Expertise
Fee options
Financial planning contract fees ranging from $3,600 to $6,000 annually, negotiable; retainer fees vary depending on services
$150 - $250 per hour for Investment Advisory Services; $200 - $250 per hour for hourly planning; $300 per hour for expert testimony; $100 per hour for bookkeeping
Cash flow management & bookkeeping services at $250 monthly (or hourly rate)
Minimum fee: $500 minimum annual fee for ongoing asset management services, negotiable Fee-only: Hourly fees range from $150 to $250 per hour for Investment Advisory Service Agreement; $200 to $250 per hour for hourly planning engagements; $300 per hour for expert testimony; $100 per hour for bookkeeping; $250 monthly for cash flow management services; financial planning fees range from $3,600 to $6,000 annually, negotiable
Main office
2525 Blueberry Road, Suite 103
Anchorage AK 99503
Advisors at this office
1
Most active in
Alaska
Also doing business as
Outlook Financial Services · Outlook, Inc.
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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