Updated:
Anchored Financial Planning LLC
Anchored Financial Planning LLC is a US-based RIA providing financial planning and wealth management, with no public founders, AUM, or investment strategy.
Anchored Financial Planning LLC
Anchored Financial Planning LLC is a US-based registered investment advisor (RIA) that provides financial planning and wealth management services. The firm's founding year and principal team are not publicly documented, and it does not appear to operate as a family office or institutional asset manager. Its business model centers on advisory relationships with individuals and families, likely offering services such as retirement planning, estate planning, and investment management. The firm's investment strategy, if any, is not specified in public sources. It may allocate client assets across traditional asset classes like equities and fixed income, but no specific sector focus, portfolio holdings, or co-investment activity are disclosed. Anchored Financial Planning does not report AUM, deployment metrics, or geographic footprint beyond its probable US domicile. With no disclosed team size, additional offices, or adjacent vehicles, the firm's scale appears modest. No recent operational events—such as personnel hires, regulatory filings, or product launches—are available in public records. The firm lacks the structural hallmarks of a single-family office or multi-family office, such as dedicated family wealth management, philanthropic arms, or direct investing capabilities. Anchored Financial Planning's structural differentiator is its pure advisory RIA status, which implies a fiduciary duty to clients and a fee-based compensation model. However, without public transparency on principals, assets, or activity, the firm remains a low-profile entity in the wealth management space.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate office
—
Frequently asked questions
Who runs investment decisions at Anchored Financial Planning LLC?
No named principals or investment professionals are publicly listed for Anchored Financial Planning LLC. The firm does not disclose its leadership team, CIO, or any advisors on its public-facing materials. This lack of transparency is consistent with a small, privately-held RIA.
What services does Anchored Financial Planning LLC offer?
Based on its name and RIA registration, Anchored Financial Planning LLC likely offers financial planning services such as retirement planning, estate planning, tax strategy, and investment management. The firm's website is not publicly available, so specific service lines cannot be confirmed.
Is Anchored Financial Planning LLC a family office?
No. The firm is registered as an RIA, not a single-family office or multi-family office. It appears to serve a broad client base of individuals and families, rather than managing a concentrated pool of family wealth. There is no evidence of direct investing, fund structures, or philanthropic vehicles typical of family offices.
What is the AUM of Anchored Financial Planning LLC?
The firm does not publicly disclose its AUM. As an RIA, it may file Form ADV with the SEC, but no current filing is available in public sources. The AUM is considered undisclosed.
Does Anchored Financial Planning LLC invest in private markets?
There is no public information suggesting that Anchored Financial Planning LLC invests in private markets, makes direct investments, or participates in private equity or venture capital. Its activities appear limited to advisory and wealth management.
Where is Anchored Financial Planning LLC headquartered?
The firm's headquarters address is not publicly available. As a US-based RIA, it is likely located in the United States, but no city or state is confirmed.
How does Anchored Financial Planning LLC source clients?
Client acquisition methods are not disclosed. Many small RIAs rely on referrals, local networks, or professional advisor relationships. The firm's name suggests a focus on stability and trust, which may align with a referral-based practice.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: