Anchor & Oak Wealth Advisors

Overview

Anchor & Oak Wealth Advisors is an LLC that recently registered with the SEC in 2026. The firm describes itself as an advisory practice offering comprehensive financial planning and portfolio management across several client types, including individuals, small businesses, and other businesses or institutions. It also lists pension consulting among its service lines. Ownership is split between a domestic entity and an individual, and the firm notes an affiliation with an insurance company. The firm’s billing options include the typical percentage-of-AUM arrangement alongside hourly and fixed-fee engagements, which suggests flexibility for both ongoing investment relationships and project-based planning work. Anchor & Oak identifies as a newly formed adviser and indicates it is not an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices