ANCHORED FINANCIAL PLANNING LLC
SEC RegisteredGuiding You to Financial Confidence.
About the firm
At Anchored Financial Planning, we believe financial freedom should be simple and accessible to everyone. We offer clear, compassionate, and personalized financial guidance to help you navigate life's financial journey with ease and optimism.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning, Investment Management, Asset Protection Planning, Retirement Planning, and Tax & Estate Planning.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 448 | $93M |
| High Net Worth Individuals | 52 | $90M |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $250,000 | 1.35% |
| Next $250,000 | 1.30% |
| Next $500,000 | 1.20% |
| Next $1,500,000 | 1.00% |
| Next $2,500,000 | 0.80% |
| Over $5,000,000 | 0.50% |
Data as of February 2, 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. ANCHORED FINANCIAL PLANNING LLC 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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