Outlook Financial Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$30,697,774
Clients
42
38% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
42
HighAverage account size
$730,899
About
Outlook Financial Services is a small, independent, fee-only advisory firm that works with individuals and small businesses, offering investment supervisory services and comprehensive financial planning. The firm actively manages about $30.7 million for 42 clients and provides regularly scheduled reviews on roughly $43 million for an additional 27 clients.
The firm’s investment approach centers on a core-and-satellite strategic asset allocation, using primarily no-load or low-load mutual funds and exchange-traded funds in globally diversified portfolios, and it may manage accounts on a discretionary or non‑discretionary basis while clients retain custody. Rather than using a percentage-of-assets fee model, advisory and planning services are billed through hourly charges, retainers, or contract fees.
Distinctive features include a stated history of disciplinary events disclosed in the brochure (a client claim settlement and a state regulatory consent order from the 1990s–2000s), which prospective clients may review in the Disciplinary Information section. The firm also provides a broader set of services than many solo advisers — including divorce and litigation support with expert testimony capacity, ongoing bookkeeping and cash‑flow management, and non‑custodial review-only engagements.
Client services
Financial planning
Portfolio management
Expertise
Divorce financial planning
Cash flow / budgeting
General retirement planning
General tax planning
General estate planning guidance
Fee options
Financial planning contract fees ranging from $3,600 to $6,000 annually, negotiable; retainer fees vary depending on services
$150 - $250 per hour for Investment Advisory Services; $200 - $250 per hour for hourly planning; $300 per hour for expert testimony; $100 per hour for bookkeeping
Cash flow management & bookkeeping services at $250 monthly (or hourly rate)
Minimum fee: $500 minimum annual fee for ongoing asset management services, negotiable Fee-only: Hourly fees range from $150 to $250 per hour for Investment Advisory Service Agreement; $200 to $250 per hour for hourly planning engagements; $300 per hour for expert testimony; $100 per hour for bookkeeping; $250 monthly for cash flow management services; financial planning fees range from $3,600 to $6,000 annually, negotiable
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:
-
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.
-
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.
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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.
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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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