Anchor Point Financial Planning LLC

Overview

Anchor Point Financial Planning LLC is an individually owned limited liability company that provides financial planning and portfolio management for individuals and small businesses. The firm also offers selection-of-other-advisers services, which indicates it can recommend or allocate client capital to external managers. Fee arrangements include asset-based fees, hourly billing, and fixed-fee engagements. Anchor Point identifies as an active ESG investor and operates as a single-state adviser; it is not described as a pension consultant or part of a related-adviser structure. The firm's SEC registration year is not provided.

Investments & Alternatives