Anderson Financial Strategies, LLC
Firm details
- Headquarters
- Dayton, Ohio
- CRD number
- 290343
- Registered since
- July 2, 2021
- Custodians
- CHARLES SCHWAB & CO., INC., JOHN HANCOCK DISTRIBUTORS LLC, EMPOWER FINANCIAL SERVICES, INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans48.77%
- HNWI40.4%
- Individuals8.17%
- Corporations / Businesses1.79%
- Charitable Organizations0.86%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Anderson Financial Strategies, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2021. The firm is individually owned and serves both individual/family and institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Pricing mixes a percentage-of-AUM model with hourly and fixed-fee engagements. The firm is not structured as a capital allocator and does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds52%
- Exchange Traded Equities47%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Shon Anderson
President and Chief Wealth StrategistCRD 5276913
Contacts
3 of 4
Timothy Brown
Director - Retirement PlansCRD 6441138
Matthew Peck
Wealth Strategy AdvisorCRD 7013025
Collin Lyon
Financial AdvisorCRD 7286988
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$200M in ETFs
52%
$104M
48%
$95.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE US VALUE FUND (WTV) | Wisdom Tree | Active | Large Value | $24.2M | 223,678 | 12.11% |
Location
Dayton, OH
Montgomery
Location
Dayton, OH
Headquartered in Dayton, OH, anchoring the Dayton-Springfield-Kettering, OH metro in the Midwest.
- Metro area
- Dayton-Springfield-Kettering, OH
- Region
- Midwest
- County
- Montgomery
- Address
- 2500 Stratacache Tower N Main St
- Time zone
- ET (UTC-5)
- Office locations
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