A
Anderson Wealth Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,900,000
Total clients
18
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
18
Average account size
$216,667
About
Anderson Wealth Management is a small independent advisory firm that provides asset management, financial planning and consulting primarily to individual clients. The firm reported managing about $3.0 million on a discretionary basis as of December 31, 2019 and offers written financial plans and consultations covering personal and corporate matters such as investment planning, retirement and estate planning, corporate and personal tax planning, corporate structure, cost segregation studies and real estate analysis.
Advisory portfolios are tailored to each client’s financial situation and objectives, with the firm emphasizing continuous account supervision, quarterly reviews and the ability for clients to impose reasonable investment restrictions. Investment decisions are guided mainly by fundamental analysis and supplemented by technical analysis for timing, and portfolios may include individual stocks and bonds, ETFs, options, mutual funds and other public and private securities.
Compared with many independent advisers that focus solely on individuals, the brochure indicates the firm also serves “other types of clients” and provides corporate‑level consulting and portfolio management services, suggesting institutional or business clients are part of its practice. The firm maintains a small client roster (18 clients), participates in the Shareholders Service Group (SSGI) program for custody, execution and research support, and follows procedures for fee deductions and constructive custody that reflect its operational arrangements.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Charitable giving & philanthropy
Fee options
Flat fees generally range from $1,500 to $10,000
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.00% $3,000,000+: 0.75%
$350/hour for financial advisors, $150/hour for para-planners, $75/hour for administrative time
Account minimum: $100,000 Fee-only: Hourly fees: $350/hour for financial advisors, $150/hour for para-planners, $75/hour for administrative time; Flat fees generally range from $1,500 to $10,000
Most active in
Anderson Wealth Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Maryland
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
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