ANCHORED FINANCIAL PLANNING LLC

Overview

Anchored Financial Planning LLC is an independent registered investment adviser formed as a limited liability company. The firm focuses on serving individual and family clients, offering financial planning and portfolio management tailored to individuals and small businesses. It operates under a fee model that combines a percentage of assets under management with fixed fees. According to its filings, Anchored Financial Planning manages client portfolios on a discretionary basis and is not positioned as a capital allocator or pension consultant. The firm does not identify itself as an active ESG investor and is structured as an owner-operated practice (individual owner). Investment activity is centered on fund-based public investments rather than a roster of direct securities. The adviser favors mutual funds and other public funds for the bulk of client exposure, using those vehicles to construct diversified portfolios. It also uses third-party managers for alternative exposures and includes annuities among available product solutions. Advisory services emphasize financial planning and portfolio implementation for private clients rather than institutional or multi-state advisory mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices