Advisor at Stevens Group Wealth Coaches, Inc. d/b/a Alaska Advisors
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Firm
Stevens Group Wealth Coaches, Inc. d/b/a Alaska Advisors
Location
Anchorage, AK 99503
Credentials
PFS™
Industry experience
5 years
Michael Stevens is the owner and president of Stevens Group Wealth Coaches, Inc. d/b/a Alaska Advisors in Anchorage, AK. He holds the PFS™ designation and has five years of experience in financial advising, alongside fifteen years as the owner of Stevens Group CPAs, a certified public accounting firm. Stevens Group Wealth Coaches provides advisory services and portfolio analysis to individuals, trusts, businesses, and 401(k) plans. The firm utilizes a referral and co-advisory model, conducting due diligence on third-party managers and tailoring recommendations based on clients’ financial situations without exercising trading discretion or taking custody of accounts.
Based on Stevens Group Wealth Coaches, Inc. d/b/a Alaska Advisors
Based on Stevens Group Wealth Coaches, Inc. d/b/a Alaska Advisors
$0 - $500,000: 0.85% $500,000 - $1,000,000: 0.85% $1,000,000 - $4,000,000: 0.80% $4,000,000+: 0.75%
327 E Fireweed Lane, Ste 201
Anchorage, AK 99503
Alaska · Nevada · Texas
Stevens Group Wealth Coaches, Inc. d/b/a Alaska Advisors
2020 - Present (6 years)
Stevens Group Cpas
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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.
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.
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Baobab Wealth Management
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