A
Alaska Retirement
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,000,000
Total clients
15
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
15
Average account size
$200,000
About
The firm works with individual and high-net-worth clients as well as pension and profit-sharing plans, offering financial planning, portfolio “MRI” analysis, and pension consulting. For investment management it refers clients to a named third‑party investment adviser and places client assets in that adviser’s mutual funds rather than executing discretionary trades in-house.
The adviser documents each client’s goals and risk tolerance in an Investment Policy Statement and employs a range of analysis methods (including fundamental, quantitative, technical, and modern portfolio theory) with a long‑term investment orientation. The firm does not exercise trading discretion over client accounts; custody and execution are handled by custodians and the third‑party manager, and the firm conducts periodic reviews and provides custodian statements to clients.
What is distinctive about the firm is its combination of services and affiliations: the principal is a licensed insurance agent who may offer commissionable insurance products (a disclosed potential conflict of interest), the firm provides pension plan consulting in addition to individual planning, and it operates an affiliated real‑estate savings platform. The practice also concentrates client assets with a single third‑party manager and maintains primarily non‑discretionary assets, which is less common among independently registered advisers of this size.
Client services
Financial planning
Pension consulting
Selection of other advisers
Matson money co-advisory services
Expertise
General retirement planning
Fee options
Pension consulting flat fee up to $2,000
Up to 0.85% annually for portfolio management and pension consulting
Owner is licensed insurance agent and receives commissions on insurance products sales
Financial planning hourly rate of $300/hour
Fee-only: Financial planning hourly fee of $300/hour; Flat pension consulting fee up to $2,000
Most active in
Alaska Retirement has reported serving >5 clients in these states in the last 12 months.
Alaska
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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