ANDERSON FINANCIAL PARTNERS, INC.
SEC RegisteredTrusted Investment Consultants in Ponte Vedra Beach, FL
About the firm
Anderson Financial Partners is a 100% employee-owned, independent investment consulting firm tracing its origins back to 2003. The firm provides independent investment consulting services to corporate and nonprofit organizations as well as high-net-worth families and family foundations. It is fully registered with the SEC and the State of Florida and is not affiliated with any FINRA member firm or broker-dealer organization.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Independent investment consulting services including customized portfolio management, creation of investment policy statements, ongoing performance measurement, evaluation of corporate pension plans, endowments/foundations, and high-net-worth individual accounts
Who they serve
Corporate and nonprofit organizations, high-net-worth families and family foundations, corporate pension plans, endowments/foundations, and high-net-worth individual accounts
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | — |
| High Net Worth Individuals | 14 | $379M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 4 | $231M |
| State/Municipal Entities | 9 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $10 million | 0.30% |
| Over $10 million | 0.15% |
Data as of March 20, 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. ANDERSON FINANCIAL PARTNERS, INC. 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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