Overview
Assets Under Management: $183 million
Headquarters: WEST DEPTFORD, NJ
High-Net-Worth Clients: 52
Average Client Assets: $1.7 million
Frequently Asked Questions
ANCHORED FINANCIAL PLANNING LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #336537), ANCHORED FINANCIAL PLANNING LLC is subject to fiduciary duty under federal law.
ANCHORED FINANCIAL PLANNING LLC is headquartered in WEST DEPTFORD, NJ.
ANCHORED FINANCIAL PLANNING LLC serves 52 high-net-worth clients according to their SEC filing dated February 02, 2026. View client details ↓
According to their SEC Form ADV, ANCHORED FINANCIAL PLANNING LLC offers financial planning and portfolio management for individuals. View all service details ↓
ANCHORED FINANCIAL PLANNING LLC manages $183 million in client assets according to their SEC filing dated February 02, 2026.
According to their SEC Form ADV, ANCHORED FINANCIAL PLANNING LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.13%
Average Client Assets: $1.7 million
Total Client Accounts: 1,223
Discretionary Accounts: 1,223
Regulatory Filings
CRD Number: 336537
Filing ID: 2047781
Last Filing Date: 2026-02-02 11:35:08