Brandon Mckerney is a CFP-designated registered investment advisor at Alaska Wealth Advisors, based in Edmonds, WA, with 9 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 629 clients with $930M 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% |
Fees are negotiable depending on the size of the account and other considerations.
Fee Estimator
Location
Edmonds, WA
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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
Brandon is the owner of Vin & Vie Cellars, LLC, a wine retail business, since April 2023. He spends a few hours per week on this activity, advocating for the business in the community.
Employment History
Current Registrations
Alaska Wealth Advisors
Previous Registrations
Morton Wealth
Columbia Pacific Wealth Management
Avier Wealth Advisors
Retirement Asset Management, LLC
State Registrations4 states
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.