# Anchor Wealth Management Group LLC

> Anchor Wealth Management Group LLC is an SEC-registered investment advisory firm in West Palm Beach, FL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 329286
- Filed as: ANCHOR WEALTH MANAGEMENT GROUP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Palm Beach, FL
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329286
- AdvisorCensus page: https://advisorcensus.com/firm/anchor-wealth-management-group-llc-west-palm-beach-fl-329286

## Quick answers

**How is Anchor Wealth Management Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Anchor Wealth Management Group LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Anchor Wealth Management Group LLC charge?**
Its Form ADV Part 2A brochure dated March 5, 2026 states: Hourly rate: $450 an hour (Financial Planning Services); Flat fee: $3,500 to $15,000 (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Anchor Wealth Management Group LLC located?**
Anchor Wealth Management Group LLC's principal office is in West Palm Beach, FL, according to its Form ADV.

**Is Anchor Wealth Management Group LLC registered with the SEC or a state?**
Anchor Wealth Management Group LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329286.

**How much does Anchor Wealth Management Group LLC manage?**
Anchor Wealth Management Group LLC reports $232,975,560 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**How have Anchor Wealth Management Group LLC's assets and staff changed since 2024?**
In the Form ADV data for Anchor Wealth Management Group LLC: Regulatory assets under management: $178,086,569 in the October 2024 data and $232,975,560 in the October 2026 data, up 31%. Total employees: 1 in October 2024 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Anchor Wealth Management Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (115); high net worth individuals (93); charitable organizations (1).

**Which custodians does Anchor Wealth Management Group LLC use?**
Anchor Wealth Management Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists American Funds and Fidelity as custodians holding 10% or more of its separately managed account assets.

**Does Anchor Wealth Management Group LLC report any disciplinary disclosures?**
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/329286

**Does Anchor Wealth Management Group LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 5, 2026 says: "Anchor Wealth Management Group does not requires a minimum to open or maintain an account."

**What changed in Anchor Wealth Management Group LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $204,994,411 to $232,975,560 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 5, 2026)

- Account minimum: None

> Anchor Wealth Management Group does not requires a minimum to open or maintain an account.

- Hourly rate: $450 an hour (Financial Planning Services)

> Financial Planning Services are offered based on an hourly fee of $450 per hour.

- Flat fee: $3,500 to $15,000 (Financial Planning Services)

> Financial Planning Services are offered based on a flat fee between $3,500-15,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- American Funds
- Fidelity

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $232,975,560
- Discretionary: $232,975,560
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 115 | $47,199,151 |
| High net worth individuals | 93 | $183,491,207 |
| Charitable organizations | 1 | $2,285,202 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MD, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- anchorwealthgroup.com
- Facebook @stopdriftingstartplanning
- LinkedIn @anchor-wealth-managment-group-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $178,086,569 | 1 | September 17, 2024 |
| October 2025 | $204,994,411 | 1 | June 4, 2025 |
| October 2026 | $232,975,560 | 1 | March 5, 2026 |

Regulatory assets under management: $178,086,569 in the October 2024 data and $232,975,560 in the October 2026 data, up 31%.
Total employees: 1 in October 2024 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $204,994,411 to $232,975,560 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Anchor Wealth Management Group LLC (CRD 329286): Form ADV filing data as of October 2026.