Nicole Squires is a registered investment advisor at Alaska Wealth Advisors, based in Anchorage, AK, with 10 years of industry experience. Nicole 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
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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 Activities
Nicole is a managing member/owner of Serenity Summit Yoga LLC, providing yoga instruction since June 2024. She dedicates minimal time to this activity.
Employment History
Current Registrations
Alaska Wealth Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
First Command Advisory Services
First Command Financial Planning, 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
More Advisors
- Bryan Laube, CFPAlaska Wealth Advisors
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- Laura Bruce, CFP, ChFCAlaska Wealth Advisors
- Meghan Muñoz, CFPAlaska Wealth Advisors
- Connor Michael, CFPAlaska Wealth Advisors