Anchor Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$76,376,114
Total clients
104
30% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
104
Average account size
$734,386
About
Anchor Wealth Advisors, LLC is a single-advisor independent registered investment adviser that serves individuals and also works with trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm provides portfolio management, comprehensive financial planning and consulting, employee benefit plan services, corporate consulting, and educational seminars, and operates an automated-advisory business under the dba EMBARK Financial.
The firm’s investment process is primarily passive, relying on low-cost index mutual funds and ETFs while also using separately managed accounts, unified managed accounts with an overlay manager (55IP), and direct-indexing strategies with tax-loss harvesting where appropriate. Anchor integrates third‑party platforms for specific workflows — including an automated goal-based platform via Betterment and a held-away account management tool (Pontera) — to support clients with differing account types and minimums.
Compared with many solo independent advisers, Anchor manages a materially sized book (roughly $59.5 million in discretionary AUM and supervisory services over an additional ~$15.1 million) while offering a broader service mix than is typical for its category. The combination of formal pension consulting and ongoing employer plan services, corporate consulting engagements, fee-based educational seminars, and a hybrid digital/held-away technology approach is a distinguishing aspect of the firm’s practice.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Retirement income strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Occupation focus
Founder/Business Owner
Retired
Fee options
Fixed fees as noted above; billed monthly, quarterly, or installments
$0 - $3,000,000: 1.00% $3,000,001 - $6,000,000: 0.75% $6,000,001+: 0.50%
Up to $495 per hour depending on complexity
Account minimum: $250,000 minimum for investment advisory clients; no minimum for financial planning clients or EMBARK Financial clients Minimum fee: Minimum fee of $3,000 per asset management engagement, may be waived at discretion Fee-only: Fixed fees ranging from $3,000 to $24,000 for individuals, couples, families, small businesses; $9,000 to $120,000 for large businesses/institutional clients; hourly fees up to $495/hour
Main office location
Anchor Wealth Advisors, LLC
232 Cockeysville Road, Suite B200
Cockeysville MD 21030, United States
Number of offices
1
Most active in
Anchor Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Maryland · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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