Anchor Point Financial Planning LLC

Overview

Anchor Point Financial Planning LLC is a privately held limited liability company run by an individual owner that provides fee-based planning and investment services to individuals and small businesses. The advisory offering includes financial planning, discretionary portfolio management for individual and small-business clients, and selection of outside advisers when appropriate. The firm bills across a mix of fee structures — percentage of assets under management, hourly charges and fixed fees — and identifies itself as an active ESG investor. It is described as a capital allocator and is not registered as a multi-state adviser; the firm's SEC registration year is not provided and its regulatory classification is listed as unclassified.

Investments & Alternatives

Location & Offices