Stellar Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stellar Wealth Management provides one-time and ongoing financial planning and targeted hourly consultations to individuals and families, with particular focus on active-duty, reserve and retired military, federal civilian employees, and self-employed small-business owners. The firm offers non-discretionary investment advisement—providing asset-allocation guidance and fund/ETF recommendations—while clients retain responsibility for implementing trades and holding assets at their chosen custodian.
The firm’s investment advice is grounded in broad asset-allocation principles and Modern Portfolio Theory, favoring low-cost, broadly diversified mutual funds and exchange-traded funds rather than individual-stock selection or short-term trading. Financial-planning engagements are tailored to client circumstances and delivered as fixed-fee project plans, a subscription-based ongoing planning service with periodic reviews, or ad hoc hourly consultations.
Notably, the firm is affiliated with a separately owned tax-preparation practice operated by the firm’s owner, who is an Enrolled Agent; that relationship is marketed under a shared brand, disclosed in writing, and is accompanied by conflict-of-interest mitigations and separate engagement letters. The firm also conducts educational seminars and speaking engagements and explicitly states it does not provide investment management, custody, or private-fund advisory services.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
One-Time Financial Plan fixed fee ranging from $2,500 to $30,000, $500 deposit at signing; balance due upon plan delivery
$350 per hour, billed in 15-minute increments, billed in arrears upon completion
Ongoing Financial Planning two-tier monthly subscription: $500 for month 1 (paid at signing), $350/month for months 2-12 (billed monthly in arrears), $300/month from month 13 onward (billed monthly in arrears)
Main office
Anchorage AK
Advisors at this office
1
Most active in
Alaska
Also doing business as
Stellar Wealth Management · Stellar Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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