Advisor at Artica Financial Services LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Artica Financial Services LLC
Location
Anchorage, AK 99503
Credentials
CFP®
Industry experience
4 years
Kassi Fetters is a CERTIFIED FINANCIAL PLANNER™ at Artica Financial Services LLC with four years of industry experience. She has worked at Artica Financial Services since 2021 and previously spent six years at Outlook Financial Services. Artica Financial Services provides customized financial planning, divorce planning, investment management, cash management, and related consulting to individuals, small businesses, and estates. The firm follows a strategic asset-allocation, core-and-satellite approach with globally diversified portfolios and offers both ongoing relationships and limited-commitment engagements on a fee-only basis.
Based on Artica Financial Services LLC
One-time meeting: $375; Financial Roadmap Project: $3,600; Retirement & Investments Project: $1,600; Other projects priced at number of hours × $220/hour.
$220 per hour for projects; current hourly rate is $220.
Ongoing Planning & Investments fees described as an ongoing subscription based fee, paid monthly, quarterly, or semiannually.
Fee-only: Ongoing Planning & Investments: flat fees based on annual gross income and complexity; e.g., $4,800 (under $175,000 AGI), $6,000 ($175,000-$300,000 AGI), $8,400 (over $300,000 AGI or assets over $2 million) annually, paid monthly, quarterly, or semiannually; fees are negotiable.
3400 Spenard Road, Suite 216
Anchorage, AK 99503
Alaska
Artica Financial Services LLC
2021 - Present (5 years)
Outlook Financial Services
2015 - 2021 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Series 65
Anchorage, AK
Outlook Financial Services
Series 65
Anchorage, AK
Analogous Investment Management Limited Liability Company
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Dynamic Capital Management, Inc.
PFS™
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Stevens Group Wealth Coaches, Inc. d/b/a Alaska Advisors
Series 66
Anchorage, AK
Alaska Retirement
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Nokomis, FL
Baobab Wealth Management
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