Advisor at Anchor Bay Capital, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Anchor Bay Capital, Inc.
Location
Carlsbad, CA 92008
Credentials
Series 63, Series 66
Industry experience
8 years
Tanner Wrisley is a financial advisor with Anchor Bay Private Wealth LLC in Carlsbad, CA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior roles include work with the Harvard University Athletic Department and ownership of Anchor Bay Tax & Consulting LLC, which provides tax preparation and estate consulting services. Anchor Bay Private Wealth LLC serves individuals, business entities, and pension/profit-sharing plans by offering investment management, financial planning, and retirement-plan advisory services. The firm uses model-based allocations and fundamental analysis for security selection, providing both discretionary and consulting services for institutional clients.
Based on Anchor Bay Capital, Inc.
Based on Anchor Bay Capital, Inc.
Financial Planning Services fees charged as flat fee based on estimated hours (floor and cap), $500 to $2,500
$0 - $1,000,000: 0.95% to 1.75% annually (ranges, varies by account size and complexity) $1,000,000 - $4,000,000: Typically 1.20% annually $4,000,000+: Generally 1.00% annually
Commissions from sales of mutual funds, annuities, life insurance, and other products through Anchor Bay Securities, LLC, separate from ABC advisory fees
Financial Planning Services fees estimated at $150/hour, with a floor and cap, total fees range $500 to $2,500
Account minimum: $1,000,000 Fee-only: Investment Management Services fees ranging from 0.95% to 1.75% annually; Retirement Plans advisory fees from 0.25% to 0.90% per year; Retirement Plan Participants fees from 0.50% to 0.75% per year; Financial Planning Service fees from $500 to $2,500
5780 Fleet Street, Suite 308
Carlsbad, CA 92008
California
Anchor Bay Private Wealth LLC
2023 - Present (3 years)
Anchor Bay Tax & Consulting LLC
2022 - Present (4 years)
Anchor Bay Capital, Inc.
2017 - Present (9 years)
Anchor Bay Securities, LLC
2017 - Present (9 years)
Unemployed
2016 - 2016 (1 year)
Harvard University Athletic Department
2014 - 2016 (2 years)
Full Time Student
2006 - 2016 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Vista, CA
Confianza Wealth Management
WHY JERRY CHOSE TO BE A FINANCIAL PLANNER: His lack of financial literacy was not by choice. It was because personal finance was not taught in school or in his community. As a first-generation wealth builder, Jerry's money journey has been shaped by a profound understanding of both cultural and financial expectations. His experiences have uniquely positioned him to empathize with the challenges faced by first-generation families, inspiring a distinctive approach to financial guidance. His moment of profound solitude occurred during his transition from the Marine Corps back to civilian life. In uniform, Jerry felt in control, with camaraderie, financial stability, and a consistent salary. However, the day he left, all that stability vanished giving way to a cascade of emotions - depression, anxiety, and fear. Jerry, who had grown up facing financial hardships, relying on food stamps, and public aid, knew it was time to stop merely talking about wanting to build wealth and start acting. The realization struck deep: He needed to make a difference not just for himself, but for others facing similar issues. Motivated by a desire to help his family and friends, Jerry decided to be the guide he wished he'd had. He obtained his license, college degree, and joined a firm not only to enhance his life but the lives of other 1st-time wealth builders. After a few years of helping high net worth individuals grow their assets, Jerry felt the firm wasn't built to help families like his. In 2024, Jerry took the leap and launched Confianza Wealth Management as a guide for aspiring wealth builders. Jerry is on a mission to empower 1st-time wealth building families. Jerry wants to bridge the financial planning accessibility gap by helping these millennial families take control of their financial futures.
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