ANCHOR POINT FINANCIAL
SEC RegisteredLet's navigate your finances toward success
About the firm
Anchor Point Financial is committed to providing exceptional financial guidance and solutions to individuals and businesses seeking stability and growth. Operating independently from large banks or brokerage firms, they deliver client-focused strategies utilizing best-in-class solutions while optimizing cost efficiency. Their comprehensive approach spans wealth management, business structuring, tax and estate strategies, trust administration, capital planning, real estate financing, and private equity opportunities.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment Portfolio Management, Financial Planning, Corporate Retirement Plans, Estate Planning, Real Estate Investment Consulting, Private Equity, Capital Raises, and Lending Consulting. They offer discretionary portfolio management on a fee-only basis.
Who they serve
Individuals and businesses across Central California
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 119 | $22M |
| High Net Worth Individuals | 52 | $152M |
1 total clients reported on Form ADV.
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| 0 to $1,999,999.99 | 1.25% |
| $2,000,000 to $4,999,999.99 | 1.00% |
| $5,000,000+ | 0.75% |
Data as of February 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ANCHOR POINT FINANCIAL has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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