Anchor Point Financial Planning LLC

Overview

Anchor Point Financial Planning LLC is organized as a limited liability company and is owned by an individual. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers, positioning itself as a capital allocator that draws on outside managers when appropriate. Its fee arrangements are flexible, combining percentage-of-AUM billing with hourly and fixed-fee engagements, which suggests it serves clients with varying levels of assets and planning needs. The firm reports being an active ESG investor, indicating environmental, social and governance factors are incorporated into its investment approach. Anchor Point is not registered as a multi-state adviser, is not newly formed, and does not act as a pension consultant or a related adviser.

Investments & Alternatives

Location & Offices