Outlook Financial Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$30,697,774
Total clients
42
38% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
42
Average account size
$730,899
About
Outlook Financial Services provides personalized, fee-only financial planning and investment management to individuals and small businesses, including services such as cash flow management, bookkeeping, tax and estate planning, and investment advice. The firm directly manages roughly $19 million in client assets and also provides regularly scheduled reviews for a larger set of client accounts that it does not manage.
The firm’s investment work centers on a strategic, core-and-satellite asset allocation using primarily no-load or low-load mutual funds and ETFs, with discretionary trading available under client authorization and clients retaining custody at recommended custodians. Instead of charging a percentage-of-AUM fee, Outlook uses hourly, retainer, and fixed planning fees and does not use performance-based compensation or accept commissions.
Noteworthy distinctions in the brochure include documented disclosure events in the firm’s history — a past client settlement and state fines related to advisory conduct and registration — which are disclosed in the disciplinary section. The firm also highlights a long operating history (since 1986), flexible engagement types (hourly, retainers, annual planning), and the provision of ongoing bookkeeping and cash-flow services in addition to traditional investment management.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
General tax planning
Fee options
Financial planning fees range from $3,600 to $6,000 annually, negotiable; monthly fee for cash flow management is $225.
Hourly fees range between $200 and $250 per hour depending on tasks performed; $250 per hour for cash flow management and bookkeeping services (1 hour minimum).
Minimum fee: Minimum annual fee of $500 for Investment Advisory Service Agreement Fee-only: Fees based on hourly charges ($200-$250 per hour), fixed fees (financial planning contract fees ranging from $3,600 to $6,000, negotiable), and retainers (priced based on complexity). No commissions.
Main office location
Outlook Financial Services
2525 Blueberry Road, Suite 103
Anchorage AK 99503, United States
Number of offices
1
Most active in
Outlook Financial Services 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
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