Anchor Point Financial Planning LLC

Overview

Anchor Point Financial Planning LLC is a limited liability company that provides financial planning and portfolio management services focused on individuals and small businesses. The firm also offers selection-of-other-advisers services, indicating it can place client assets with third-party managers or sub-advisers rather than—or alongside—direct in-house portfolio management. Compensation arrangements include percentage-of-AUM fees as well as hourly and fixed-fee engagements. FINTRX flags the firm as a capital allocator. It is not identified as an active ESG investor, is not listed as a multi-state adviser, and is not characterized as a pension consultant or a related adviser. The firm’s regulatory registration year is not recorded in the available snapshot, and its internal classification is shown as unclassified.

Assets & Accounts

Location & Offices