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.

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.

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.

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.

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.

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.

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.