Anchored Financial Planning LLC

Overview

Anchored Financial Planning LLC is an independent, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm focuses on individual and family clients and provides comprehensive financial planning and discretionary portfolio management for individuals and small businesses. Its revenue model combines a percentage-of-AUM fee schedule with fixed-fee engagements. Anchored also operates as an insurance broker, which aligns with its use of annuity products. The firm does not identify as an active ESG investor and is not positioned as a capital allocator to third‑party alternative fund managers.

Assets & Accounts

Public Holdings

Investments & Alternatives