Anchor & Oak Wealth Advisors, LLC

Overview

Anchor & Oak Wealth Advisors, LLC is a recently formed limited liability company that registers as an SEC adviser in 2026 and describes itself as owned by a combination of a domestic entity and an individual. The firm offers traditional advisory services including financial planning and portfolio management for individuals, small businesses and institutional clients, and it lists pension consulting among its service offerings. Its stated fee options include asset-based fees, hourly charges, and flat fixed fees. The firm is not flagged as an active ESG investor. The FINTRX snapshot classifies Anchor & Oak as unclassified and notes it is newly formed. The profile indicates the firm is not a capital allocator and is reported as not being a multi-state adviser, though office data (below) shows multiple locations across states.

Assets & Accounts

Location & Offices