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Find Retirement Advisors for Retirement Planning in Soldotna, Alaska

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 you 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 registrations check. 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 Soldotna, Alaska (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
ALASKA PERMANENT CAPITAL MANAGEMENT CO
3800 Centerpoint Drive, Suite 910,
Anchorage, AK, 99503
$3,543,184,20716813
A Percentage of AUM, Fixed Fees
2
LATASH INVESTMENTS, LLC
301 W. Northern Lights Blvd.,, Suite 412
Anchorage, AK, 99503
$1,648,561,780128
A Percentage of AUM, Fixed Fees
3
MCKINLEY CAPITAL MANAGEMENT, LLC
3800 Centerpoint Drive, Suite 1100
Anchorage, AK, 99503-3956
$974,167,90130919
A Percentage of AUM, Fixed Fees, Performance Based, Other (3RD PARTY PRIVATE EQUITY REFERRALS)
4
ALASKA WEALTH ADVISORS
3800 Centerpoint Drive, Suite 910
Anchorage, AK, 99503
$706,020,834172614
A Percentage of AUM, Hourly charges, Fixed Fees
5
SHILANSKI & ASSOCIATES, INC.
431 West Seventh Avenue, Suite 100
Anchorage, AK, 99501
$324,339,667209816
A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees, Commission Based
6
ARBOR CAPITAL MANAGEMENT INC
800 E Dimond Blvd #3-310,
Anchorage, AK, 99515
$281,824,39642811
A Percentage of AUM, Hourly charges
7
BRIGHT ROAD WEALTH MANAGEMENT, LLC
405 W. 36th Avenue, Suite 212
Anchorage, AK, 99503
$209,168,851115610
A Percentage of AUM, Hourly charges
8
RH BUCHANAN
29 Main Street, Suite 202
Ketchikan, AK, 99901
$152,028,884311
A Percentage of AUM, Hourly charges
9
MCKINLEY ALASKA PRIVATE INVESTMENTS, LLC
3800 Centerpoint Drive, Suite 1100
Anchorage, AK, 99503
$117,873,790322
A Percentage of AUM, Performance Based
10
PT CAPITAL ADVISORS, LLC
188 W. Northern Lights Blvd., Suite 920
Anchorage, AK, 99503-3985
$101,721,45028
A Percentage of AUM, Performance Based
11
HEISTEN FINANCIAL, LLC
3003 Minnesota Drive, Suite 305
Anchorage, AK, 99503
$95,569,9353642
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Soldotna, Alaska

QualificationsFirm CRD# 106233

Assets Under Management $3,543,184,207

No. Of Clients168

Clients Per Financial Advisor13

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 168 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

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 128012

Assets Under Management $1,648,561,780

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 8 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
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
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QualificationsFirm CRD# 106173

Assets Under Management $974,167,901

No. Of Clients309

Clients Per Financial Advisor16

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 309 clients. The team consists of 19 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
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 172151

Assets Under Management $706,020,834

No. Of Clients1726

Clients Per Financial Advisor123

ALASKA WEALTH ADVISORS is a financial advisory firm situated in Anchorage, Alaska. With a nearly $706M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1726 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
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 116431

Assets Under Management $324,339,667

No. Of Clients2098

Clients Per Financial Advisor131

SHILANSKI & ASSOCIATES, INC. is a financial advisory firm situated in Anchorage, Alaska. With a nearly $324M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2098 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
  • Portfolio Management for Individuals
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 111362

Assets Under Management $281,824,396

No. Of Clients428

Clients Per Financial Advisor39

ARBOR CAPITAL MANAGEMENT INC is a financial advisory firm situated in Anchorage, Alaska. With a nearly $282M assets under management, the firm specializes in crafting personalized retirement planning solutions for 428 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 164408

Assets Under Management $209,168,851

No. Of Clients1156

Clients Per Financial Advisor116

BRIGHT ROAD WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Anchorage, Alaska. With a nearly $209M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1156 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
  • Hourly charges

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 166806

Assets Under Management $152,028,884

No. Of Clients31

Clients Per Financial Advisor31

RH BUCHANAN is a financial advisory firm situated in Ketchikan, Alaska. With a nearly $152M assets under management, the firm specializes in crafting personalized retirement planning solutions for 31 clients. The team consists of 1 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
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 319075

Assets Under Management $117,873,790

No. Of Clients3

Clients Per Financial Advisor0

MCKINLEY ALASKA PRIVATE INVESTMENTS, LLC is a financial advisory firm situated in Anchorage, Alaska. With a nearly $118M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 22 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
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 168601

Assets Under Management $101,721,450

No. Of Clients2

Clients Per Financial Advisor0

PT CAPITAL ADVISORS, LLC is a financial advisory firm situated in Anchorage, Alaska. With a nearly $102M 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
View Full Profile

QualificationsFirm CRD# 315647

Assets Under Management $95,569,935

No. Of Clients364

Clients Per Financial Advisor182

HEISTEN FINANCIAL, LLC is a financial advisory firm situated in Anchorage, Alaska. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 364 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
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

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