Anchor Point Financial Planning LLC
Firm details
- Headquarters
- West End, North Carolina
- CRD number
- 342701
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Anchor Point Financial Planning LLC is a North Carolina–based limited liability company that offers financial planning and discretionary portfolio management tailored to individuals and small businesses. The firm also provides selection-of-other-advisers services, acting as an allocator when it deems third‑party managers appropriate. Ownership is held by an individual and the adviser reports incorporating environmental, social, and governance (ESG) factors into its investment approach. Compensation is flexible and includes asset‑based fees, hourly charges, and fixed fees.
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Jody Beene Smith
Founder and CEOCRD 5633958
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
West End, NC
Moore
Location
West End, NC
Headquartered in West End, NC, anchoring the Fayetteville-Sanford-Lumberton, NC metro in the South.
- Metro area
- Fayetteville-Sanford-Lumberton, NC
- Region
- South
- County
- Moore
- Address
- 1163 7 Lakes Dr
- Time zone
- ET (UTC-5)
- Office locations
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