Anchor & Oak Wealth Advisors, LLC

Overview

Anchor & Oak Wealth Advisors, LLC is registered as an LLC and is listed as a newly formed SEC-registered adviser (registration year shown as 2026). The firm presents itself as a hybrid advisory practice that offers financial planning and portfolio management across individual, small business, and institutional clients. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm’s fee arrangements are flexible: it indicates the ability to charge a percentage of assets under management, hourly fees, and fixed fees. The source record notes the firm is not an active ESG investor, is not classified under a standard category (listed as "Unclassified"), and is not identified as a capital allocator or related adviser. Ownership is shown as a combination of a domestic entity and an individual. Although the firm lists pension consulting among its advisory activities, the regulatory flag for "Pension Consultant" is set to No in the source material.

Assets & Accounts

Location & Offices