MK
CFP
MK
CFP

Matthew Robert Knell

19 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
629 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$925.4M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
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Location

510 L Street, Ste 550, Anchorage, AK, 99501

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Alaska Wealth Advisors
July 2025 - Present · 7 mos
Previous Registrations
Arbor Capital Management INC
September 2022 - July 2025 · 2 yrs 10 mos
Cuso Financial Services, L.P.
January 2020 - September 2022 · 2 yrs 8 mos
Cuso Financial Services, L.P.Broker
January 2020 - September 2022 · 2 yrs 8 mos
Charles Schwab & CO., INC.Broker
August 2014 - December 2019 · 5 yrs 4 mos
Charles Schwab & CO., INC.
August 2014 - December 2019 · 5 yrs 4 mos
Wells Fargo Advisors, LLC
January 2013 - July 2014 · 1 yr 6 mos
Wells Fargo Advisors, LLCBroker
January 2013 - July 2014 · 1 yr 6 mos
Wells Fargo Advisors, LLC
January 2011 - March 2012 · 1 yr 2 mos
Wells Fargo Advisors, LLCBroker
January 2011 - March 2012 · 1 yr 2 mos
Wells Fargo Investments, LLC
June 2005 - January 2011 · 5 yrs 7 mos
Wells Fargo Investments, LLCBroker
May 2005 - January 2011 · 5 yrs 8 mos
State Registrations1 state
AK
Advisor
Exams
No exam information available for this advisor.
Matthew Robert Knell - Financial Advisor | TrueAdvisor