Anchor Point Financial Planning LLC
Firm details
- Headquarters
- West End, North Carolina
- CRD number
- 342701
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Anchor Point Financial Planning LLC is an individually owned limited liability company that provides financial planning and portfolio management for individuals and small businesses. The firm also offers selection-of-other-advisers services, which indicates it can recommend or allocate client capital to external managers. Fee arrangements include asset-based fees, hourly billing, and fixed-fee engagements. Anchor Point identifies as an active ESG investor and operates as a single-state adviser; it is not described as a pension consultant or part of a related-adviser structure. The firm's SEC registration year is not provided.
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Jody Beene Smith
Founder and CEOCRD 5633958
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
West End, NC
Moore
Location
West End, NC
Headquartered in West End, NC, anchoring the Fayetteville-Sanford-Lumberton, NC metro in the South.
- Metro area
- Fayetteville-Sanford-Lumberton, NC
- Region
- South
- County
- Moore
- Address
- 1163 7 Lakes Dr
- Time zone
- ET (UTC-5)
- Office locations
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