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Find Retirement Advisors for Retirement Planning in Alaska

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

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Top 11 Retirement Planning firms in Alaska (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	3800 Centerpoint Drive, Suite 910, Anchorage, AK, 99503	$4,013,615,571	180	13	A percentage of AUM, Fixed fees
2	301 W. Northern Lights Blvd.,, Suite 412 Anchorage, AK, 99503	$1,649,021,511	12	7	A percentage of AUM, Fixed fees
3	3800 Centerpoint Drive, Suite 1100 Anchorage, AK, 99503-3956	$995,884,154	301	10	A percentage of AUM, Fixed fees, Performance Based, Other (3RD PARTY PRIVATE EQUITY REFERRALS)
4	3800 Centerpoint Drive, Suite 910 Anchorage, AK, 99503	$874,935,474	2004	14	A percentage of AUM, Hourly charges, Fixed fees
5	431 West Seventh Avenue, Suite 100 Anchorage, AK, 99501	$386,739,716	2309	16	A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Commission Based
6	405 W. 36th Avenue, Suite 212 Anchorage, AK, 99503	$349,477,061	1919	12	A percentage of AUM, Hourly charges
7	510 L Street, Ste 550 Anchorage, AK, 99501	$322,921,039	462	11	A percentage of AUM, Hourly charges
8	3003 Minnesota Drive, Suite 305 Anchorage, AK, 99503	$168,715,791	490	4	A percentage of AUM, Hourly charges, Fixed fees
9	420 L St, Ste 305 Anchorage, AK, 99501	$165,168,575	53	2	A percentage of AUM, Hourly charges
10	3800 Centerpoint Drive, Suite 1100 Anchorage, AK, 99503	$135,667,537	3	15	A percentage of AUM, Performance Based
11	188 W. Northern Lights Blvd., Suite 920 Anchorage, AK, 99503-3985	$118,708,116	2	8	A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Alaska

ALASKA PERMANENT CAPITAL MANAGEMENT CO

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QualificationsFirm CRD# 106233

Assets Under Management $4,013,615,571

No. Of Clients180

Clients Per Financial Advisor14

ALASKA PERMANENT CAPITAL MANAGEMENT CO is a financial advisory firm situated in Anchorage, Alaska. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 180 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Other (SUPERVISORY INVESTMENT MANAGEMENT)

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LATASH INVESTMENTS, LLC

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QualificationsFirm CRD# 128012

Assets Under Management $1,649,021,511

No. Of Clients12

Clients Per Financial Advisor2

LATASH INVESTMENTS, LLC is a financial advisory firm situated in Anchorage, Alaska. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (PROVIDE FINANCIAL REPORTING AND OPERATIONAL SERVICES FOR SOME CLIENTS)

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MCKINLEY CAPITAL MANAGEMENT, LLC

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QualificationsFirm CRD# 106173

Assets Under Management $995,884,154

No. Of Clients301

Clients Per Financial Advisor30

MCKINLEY CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Anchorage, Alaska. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 301 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees
Performance Based
Other (3RD PARTY PRIVATE EQUITY REFERRALS)

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (PRIVATE EQUITY INTRODUCTIONS TO QIPS)

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ALASKA WEALTH ADVISORS

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QualificationsFirm CRD# 172151

Assets Under Management $874,935,474

No. Of Clients2004

Clients Per Financial Advisor143

ALASKA WEALTH ADVISORS is a financial advisory firm situated in Anchorage, Alaska. With a nearly $875M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2004 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (PORTFOLIO MANAGEMENT FOR PROFIT SHARING PLANS)

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SHILANSKI & ASSOCIATES, INC.

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QualificationsFirm CRD# 116431

Assets Under Management $386,739,716

No. Of Clients2309

Clients Per Financial Advisor144

SHILANSKI & ASSOCIATES, INC. is a financial advisory firm situated in Anchorage, Alaska. With a nearly $387M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2309 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Subscription fees
Fixed fees
Commission Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters
Education seminars/workshops

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BRIGHT ROAD WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 164408

Assets Under Management $349,477,061

No. Of Clients1919

Clients Per Financial Advisor160

BRIGHT ROAD WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Anchorage, Alaska. With a nearly $349M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1919 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

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ARBOR CAPITAL MANAGEMENT INC

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QualificationsFirm CRD# 111362

Assets Under Management $322,921,039

No. Of Clients462

Clients Per Financial Advisor42

ARBOR CAPITAL MANAGEMENT INC is a financial advisory firm situated in Anchorage, Alaska. With a nearly $323M assets under management, the firm specializes in crafting personalized retirement planning solutions for 462 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops
Other (B2B DIGITAL ASSET CONSULTING)

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HEISTEN FINANCIAL, LLC

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QualificationsFirm CRD# 315647

Assets Under Management $168,715,791

No. Of Clients490

Clients Per Financial Advisor123

HEISTEN FINANCIAL, LLC is a financial advisory firm situated in Anchorage, Alaska. With a nearly $169M assets under management, the firm specializes in crafting personalized retirement planning solutions for 490 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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RH BUCHANAN

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QualificationsFirm CRD# 166806

Assets Under Management $165,168,575

No. Of Clients53

Clients Per Financial Advisor27

RH BUCHANAN is a financial advisory firm situated in Anchorage, Alaska. With a nearly $165M assets under management, the firm specializes in crafting personalized retirement planning solutions for 53 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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MCKINLEY ALASKA PRIVATE INVESTMENTS, LLC

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QualificationsFirm CRD# 319075

Assets Under Management $135,667,537

No. Of Clients3

Clients Per Financial Advisor0

MCKINLEY ALASKA PRIVATE INVESTMENTS, LLC is a financial advisory firm situated in Anchorage, Alaska. With a nearly $136M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

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PT CAPITAL ADVISORS, LLC

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QualificationsFirm CRD# 168601

Assets Under Management $118,708,116

No. Of Clients2

Clients Per Financial Advisor0

PT CAPITAL ADVISORS, LLC is a financial advisory firm situated in Anchorage, Alaska. With a nearly $119M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

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Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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