Anchored Financial Planning LLC

Anchored Financial Planning LLC provides investment advisory and financial planning services to individual and high net worth clients, offering managed accounts (both discretionary and non-discretionary), written financial plans, and related consulting. The firm reports $182,862,179 in discretionary assets under management as of January 22, 2026 and may recommend investment products including mutual funds, ETFs, stocks, bonds, and annuities.

The firm tailors portfolios to client objectives, time horizon, and risk tolerance using asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term strategies, and conducts at least quarterly account reviews. AFP charges percentage-of-AUM advisory fees for asset management and provides fixed-fee financial planning projects when services fall outside the standard engagement.

Anchored is distinctive for its high client load relative to its two-advisor size—roughly 250 clients per advisor—which indicates a more scalable or streamlined service model than is typical for similarly sized firms. The brochure also notes that AFP may place client accounts in wrap fee programs (with a Wrap Fee Brochure provided) and discloses reliance on service providers that use artificial intelligence or machine learning, features prospective clients may wish to review when assessing service capacity and operational practices.