Dave Valdez
Dave Valdez is a ChFC-designated registered investment advisor at Alaska Wealth Advisors, based in Anchorage, AK, with 19 years of industry experience. Dave operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 672 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Account fees range up to 1.5% of assets under management and are negotiable depending on account size and economies of scale.
Fee Estimator
Location
3800 Centerpoint Drive, Suite 910, Anchorage, AK, 99503
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dave owns rental properties and receives passive income, dedicating minimal time to this activity. He also works as a military officer, spending about 10-20% of his time in leadership and manpower management, and is a licensed insurance agent since 2008, spending a few hours per week on insurance duties.
Employment History
Current Registrations
Alaska Wealth Advisors
Previous Registrations
Arbor Capital Management INC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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- Laura Bruce, CFP, ChFCAlaska Wealth Advisors
- Meghan Muñoz, CFPAlaska Wealth Advisors
- Connor Michael, CFPAlaska Wealth Advisors