Artica Financial Services LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$27,636,349
Total clients
21
14% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
21
Average account size
$1,316,017
About
Artica Financial Services provides customized financial planning, divorce planning, investment management, cash management, and related consulting to individuals, small businesses, and estates. The firm operates on a fee-only basis and uses ongoing subscription-style flat fees for its ongoing planning and investment services, with alternative one-time meeting and project options available.
Investment work is built around a core-and-satellite strategic asset allocation that uses mutual funds, ETFs, index funds, and global diversification, and each client receives a personalized investment policy and timeline. The firm manages both discretionary assets ($20,276,220.52) and non-discretionary assets ($7,360,128.70) and conducts periodic or event-driven account reviews to implement agreed plans.
Noteworthy features include the firm’s subscription and flat-fee pricing model (including a $375 one-time meeting, a financial roadmap starting at $3,600, and project hourly rates) and an explicit avoidance of percentage-of-AUM and performance-based fees. As a solo, fee-only registered advisor, it also holds a state-required surety bond and offers limited-commitment project arrangements in addition to ongoing oversight.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
Divorce financial planning
Cash flow / budgeting
Fee options
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.
Main office location
Artica Financial Services LLC
3400 Spenard Road, Suite 216
Anchorage AK 99503, United States
Number of offices
1
Most active in
Artica Financial Services LLC 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Quick links
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