KF
CFP
KF
CFP

Kassi Fetters

4 Years of Experience
Anchorage, AK

Kassi Fetters is a CFP-designated registered investment advisor at Artica Financial Services LLC, based in Anchorage, AK, with 4 years of industry experience. Kassi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 18 clients with $13M in assets under management.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
18 clients
Average Client Portfolio
$716K average
Assets Under Management
$12.9M

Fee Structure

Planning is included in investment management

Artica Financial Services offers financial planning and investment services for clients on a fee-only basis. Artica charges based upon an ongoing subscription based fee. This subscription fee is based upon complexity and annual gross income at the time the initial contract is signed. Then, in proceeding years, the ongoing subscription fee may be adjusted annually during the first quarter of the calendar year after client notification.

Loading...

Location

3400 Spenard Road, Suite 216, Anchorage, AK, 99503

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Artica Financial Services LLC
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Outlook Financial Services
January 2021 - May 2021 · 4 mos
State Registrations1 state
AK
Advisor

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
No exam information available for this advisor.