Unburdened Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Unburdened Financial Planning is a fee-only advisory firm that provides ongoing and project-based financial planning, investment management, and retirement plan consulting to individuals, charitable organizations, employer-sponsored plans, and businesses. Services are offered through three tiers that combine written financial plans, portfolio management (where applicable), and specialized offerings such as tax coordination and estate‑planning education.
The firm builds personalized investment policies and asset‑allocation targets through client conversations about goals, risk tolerance, and tax considerations, and implements strategies using a mix of mutual funds, ETFs, individual securities, and both passive and active approaches. It may manage accounts directly or by recommending outside managers, performs periodic account reviews, and can accept discretionary or non‑discretionary trading authority depending on the engagement.
Noteworthy aspects include dedicated retirement plan consulting for plan sponsors—covering investment policy design, fee analysis, and participant education—and a policy of offering standalone investment management specifically for non‑profit clients, both services that are less common among independent peers. The Legacy Plan’s inclusion of estate‑planning support via a third‑party self‑service will/trust platform and the firm’s provision of educational seminars and workshops further distinguish its service mix from many similar firms.
Client services
Expertise
Occupation focus
Fee options
Initial fixed fee up to $1,800 (Essentials Plan), up to $2,700 (Strategic Plan), up to $3,600 (Legacy Plan); Project-based fixed fee range $1,000 to $5,000
$300 per hour for Project-Based Financial Planning
Monthly fees: $99 (Essentials Plan), $199 (Strategic Plan), $299 (Legacy Plan), and up to $299 monthly for standalone Investment Management for non-profit clients
Fee-only: Fixed initial fees up to $1,800 to $3,600 plus monthly fees of $99 to $299 depending on the plan; Project-based planning fixed fees $1,000 to $5,000 or hourly rate $300
Main office
Wasilla AK
Advisors at this office
1
Most active in
Alaska
Also doing business as
Unburdened Financial Planning · Unburdened Financial Planning, 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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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
Quick links
Advisors at this firm
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)