{
  "crd_number": 342544,
  "slug": "anchor-and-oak-wealth-advisors-llc-marco-island-fl-342544",
  "primary_business_name": "ANCHOR & OAK WEALTH ADVISORS, LLC",
  "legal_name": "ANCHOR & OAK WEALTH ADVISORS, LLC",
  "dbas": [
    "CAGNOLATTI CAPITAL"
  ],
  "city": "Marco Island",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "34940",
  "metro": {
    "cbsa_code": "34940",
    "common_name": "Naples",
    "msa_name": "Naples-Marco Island, FL",
    "path": "/advisors/fl/naples"
  },
  "registration_type": "sec",
  "registration_status": "120-Day Approval",
  "registration_date": "2026-06-12",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-08-07",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "CA",
    "DC",
    "FL",
    "GA",
    "LA",
    "TN",
    "TX"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/342544",
  "city_as_filed": "MARCO ISLAND",
  "url": "https://advisorcensus.com/firm/anchor-and-oak-wealth-advisors-llc-marco-island-fl-342544",
  "display_name": "Anchor & Oak Wealth Advisors, LLC",
  "summary": "Anchor & Oak Wealth Advisors, LLC is an SEC-registered investment advisory firm in Marco Island, FL, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 7, 2026.",
  "citation": "AdvisorCensus. Anchor & Oak Wealth Advisors, LLC (CRD 342544): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Anchor & Oak Wealth Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Anchor & Oak Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Anchor & Oak Wealth Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated July 10, 2026 states: Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it); Flat fee: $2,500 (financial planning services); Hourly rate: $25 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Anchor & Oak Wealth Advisors, LLC located?",
      "a": "Anchor & Oak Wealth Advisors, LLC's principal office is in Marco Island, FL, according to its Form ADV."
    },
    {
      "q": "Is Anchor & Oak Wealth Advisors, LLC registered with the SEC or a state?",
      "a": "Anchor & Oak Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342544."
    },
    {
      "q": "How much does Anchor & Oak Wealth Advisors, LLC manage?",
      "a": "Anchor & Oak Wealth Advisors, LLC reports $0 in regulatory assets under management in its Form ADV filing dated August 7, 2026."
    },
    {
      "q": "Does Anchor & Oak Wealth Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/342544"
    },
    {
      "q": "Does Anchor & Oak Wealth Advisors, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 10, 2026 says: \"In general, we require a minimum of $25,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.\""
    },
    {
      "q": "What changed in Anchor & Oak Wealth Advisors, LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Added the business name Cagnolatti Capital."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Added the business name Cagnolatti Capital."
      ]
    },
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Registered or notice-filed in CA, DC."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Newly registered with the SEC.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 10, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.5% to 2% a year",
    "stated_maximum": null,
    "account_minimum": "$25,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $2,500 (financial planning services)",
      "Hourly rate: $25 an hour (financial planning services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Our annual fee for portfolio management services ranges between 0.5% to 2.00% depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $25,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "In general, we require a minimum of $25,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $2,500 (financial planning services)"
        ],
        "quotes": [
          "We charge a minimum fixed fee for financial planning services of $2,500. The first half of the estimated fee is due in advance of services rendered with the remaining balance payable upon completion"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $25 an hour (financial planning services)"
        ],
        "quotes": [
          "We charge a minimum hourly fee of $25 for financial planning services, which is negotiable depending on the scope and complexity of the plan"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.5,
        2.0
      ],
      "max_pct": null,
      "account_minimum": 25000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": 2500.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "financial planning services"
        },
        {
          "kind": "hourly",
          "amount": 25.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "Our annual fee for portfolio management services ranges between 0.5% to 2.00% depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client.",
      "In general, we require a minimum of $25,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.",
      "We charge a minimum fixed fee for financial planning services of $2,500. The first half of the estimated fee is due in advance of services rendered with the remaining balance payable upon completion",
      "We charge a minimum hourly fee of $25 for financial planning services, which is negotiable depending on the scope and complexity of the plan"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/anchor-and-oak-wealth-advisors-llc-marco-island-fl-342544.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/342544",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}