Ankerstar Wealth, LLC logo

Ankerstar Wealth, LLC

Updated today

Client assets under management

$143,243,178

Clients

289

18% high-net worth

Advisors

6

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

48

Low

Average account size

$495,651

About

Ankerstar Wealth, LLC provides portfolio management and financial planning to individuals, high‑net‑worth clients, and business entities, managing roughly $148 million across about 289 client relationships with a team of six advisors. Services include discretionary portfolio management, tailored Investment Policy Statements, model portfolios, and financial planning for goals such as retirement and college funding.

The firm builds client risk profiles using Riskalyze and formalizes risk scores and ranges in written Investment Policy Statements, then implements those through model portfolios and both long‑ and short‑term trading. Ankerstar employs a range of strategies and instruments — including options, short sales, and margin/borrowing in client accounts — and documents the use of those derivative and leverage strategies, which is less common among similar team advisory firms.

Distinctive operational practices include using a third‑party platform to manage held‑away defined contribution participant accounts without taking custody and engaging an outside vendor to monitor and file class‑action claims on clients’ behalf. The firm also discloses that a principal provides occasional sports broadcast services supplying live statistical support, an unrelated activity noted in its regulatory filing.

Client services

Financial planning Portfolio management

Expertise

Annuities Real estate investing Options & derivatives strategies

Fee options

Fixed

Fixed Fees for financial planning: $300, $600, $1500 depending on package

Percentage

$0 - $500,000: 0.95% annually $500,000 - $1,000,000: 0.90% annually $1,000,000 - $2,000,000: 0.85% annually $2,000,000 - $3,000,000: 0.80% annually $3,000,000 - $5,000,000: 0.70% annually $5,000,000 - $7,500,000: 0.60% annually $7,500,000 - $10,000,000: 0.50% annually $10,000,000+: 0.40% annually

Other

Fee-only: Fixed Fees: Basic Planning Package – $300; Comprehensive Planning Package – $600; Continuous Planning Package – $1500

Main office location

Ankerstar Wealth, LLC

3835 Cr 175, Unit #840

Leander TX 78641, United States

Number of offices

1

Most active in

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Corey H

Series 65

Leander, TX

Ankerstar Wealth, LLC

Corey Hinkle is a financial advisor at Ankerstar Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked with Round Rock ISD since 2014. Outside of advising, he is involved in part-time sports broadcasting as a subcontractor. Ankerstar Wealth, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses model portfolios and Riskalyze-based risk assessments to manage discretionary accounts, employing diverse strategies including fundamental, technical, and cyclical analysis, as well as options and margin trading.

Annuities Real estate investing Options & derivatives strategies
user avatar

Jaden V

Series 65

Leander, TX

Ankerstar Wealth, LLC

Jaden Verrico is a financial advisor at Ankerstar Wealth, LLC with four years of industry experience. He holds the Series 65 designation and has been with Ankerstar Wealth since 2022. Outside of his advisory role, a principal at the firm engages in part-time sports broadcasting as a subcontractor. Ankerstar Wealth, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, and business entities. The firm uses model portfolios and Riskalyze-based risk assessments to manage accounts, employing a range of strategies including long- and short-term trading, options, and margin within separately managed accounts.

Annuities Real estate investing Options & derivatives strategies
user avatar

Steven A

CFP®, Series 65

Leander, TX

Ankerstar Wealth, LLC

Steven Ankerstar is a CFP® professional with 11 years of industry experience, currently serving at Ankerstar Wealth, LLC. He has worked at the firm since 2014 and also provides real-time sports statistics support for live TV broadcasts on an as-needed basis. Ankerstar Wealth, LLC offers investment advisory and financial planning services primarily to individuals, high-net-worth clients, and business entities, using a range of analysis methods and strategies, including discretionary portfolio management based on documented risk tolerance.

Annuities Real estate investing Options & derivatives strategies
user avatar

Michael Y

Series 65

Leander, TX

Ankerstar Wealth, LLC

Michael Younkman is a financial advisor at Ankerstar Wealth, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at SmileDirectClub and Humana. Outside of his advisory role, he serves as a pulpit supply pastor for various churches in Cincinnati. Ankerstar Wealth, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a range of strategies including discretionary portfolio management based on model portfolios and Riskalyze risk scoring, using multiple analysis methods and instruments such as options and margin.

Annuities Real estate investing Options & derivatives strategies
user avatar

Michael C

Series 65

Leander, TX

Ankerstar Wealth, LLC

Michael Chisum is a financial advisor at Ankerstar Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously in education and as a driver for Uber Technologies. Outside of advising, he is a freelance violinist and competes as a member of the Professional Putters Association. Ankerstar Wealth, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses model portfolios combined with Riskalyze-based risk assessments and employs a variety of strategies including derivatives and margin within discretionary account management.

Annuities Real estate investing Options & derivatives strategies
user avatar

Joel H

CFP®, Series 65

Summerlin, NV

Ankerstar Wealth, LLC

Joel Hanson is a CFP® and holds a Series 65 license with three years of industry experience. He has been with Ankerstar Wealth, LLC since 2022 and previously worked at BAE Systems and served in the U.S. Air Force. Outside of advisory work, he is involved in part-time sports broadcasting as a subcontractor. Ankerstar Wealth, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, and business entities. The firm utilizes a range of strategies including model portfolios, Riskalyze-based risk assessments, and various trading techniques, managing accounts mostly on a discretionary basis.

Annuities Real estate investing Options & derivatives strategies
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