{ "crd_number": 336537, "slug": "anchored-financial-planning-llc-west-deptford-nj-336537", "primary_business_name": "ANCHORED FINANCIAL PLANNING LLC", "legal_name": "ANCHORED FINANCIAL PLANNING LLC", "dbas": [], "city": "West Deptford", "state": "NJ", "country": "United States", "cbsa_code": "37980", "metro": { "cbsa_code": "37980", "common_name": "Philadelphia", "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD", "path": "/advisors/pa/philadelphia" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2025-11-13", "years_registered": 0, "period": "2026-10-01", "filing_date": "2026-07-16", "carried_forward": false, "raum_total": 182862179.0, "raum_discretionary": 182862179.0, "raum_non_discretionary": 0.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 5, "advisory_employees": 2, "client_count_bucket": null, "clients_by_type": { "individuals": { "raum": 93023916.0, "count": 448 }, "high_net_worth_individuals": { "raum": 89838263.0, "count": 52 } }, "compensation_types": [ "fixed", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "portfolio_management_individuals" ], "wrap_fee_participant": true, "disclosure_yes_count": 0, "states_registered": [ "DE", "FL", "NJ", "PA", "SC" ], "websites": [ "https://anchoredfinancialplanning.com", "https://facebook.com/ANCHOREDFINANCIALPLANNING", "https://instagram.com/ANCHOREDFINANCIALPLANNING", "https://linkedin.com/COMPANY/ANCHOREDFINANCIALPLANNING" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/336537", "city_as_filed": "WEST DEPTFORD", "url": "https://advisorcensus.com/firm/anchored-financial-planning-llc-west-deptford-nj-336537", "display_name": "Anchored Financial Planning LLC", "summary": "Anchored Financial Planning LLC is an SEC-registered investment advisory firm in West Deptford, NJ, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 16, 2026.", "citation": "AdvisorCensus. Anchored Financial Planning LLC (CRD 336537): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses" ], "quick_answers": [ { "q": "How is Anchored Financial Planning LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Anchored Financial Planning LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)." }, { "q": "How much does Anchored Financial Planning LLC charge?", "a": "Its Form ADV Part 2A brochure dated February 2, 2026 states: Flat fee: $500 to $2,500 (Financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement." }, { "q": "Where is Anchored Financial Planning LLC located?", "a": "Anchored Financial Planning LLC's principal office is in West Deptford, NJ, according to its Form ADV." }, { "q": "Is Anchored Financial Planning LLC registered with the SEC or a state?", "a": "Anchored Financial Planning LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336537." }, { "q": "How much does Anchored Financial Planning LLC manage?", "a": "Anchored Financial Planning LLC reports $182,862,179 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (100% discretionary)." }, { "q": "What types of clients does Anchored Financial Planning LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (448); high net worth individuals (52)." }, { "q": "Which custodians does Anchored Financial Planning LLC use?", "a": "Anchored Financial Planning LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Anchored Financial Planning 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/336537" }, { "q": "Does Anchored Financial Planning LLC state an account minimum?", "a": "Its Form ADV Part 2A brochure dated February 2, 2026 says: \"There is no minimum account size to open and maintain an advisory account.\"" }, { "q": "What changed in Anchored Financial Planning LLC's recent Form ADV filings?", "a": "In the March 2026 filing data: Regulatory assets under management went from $0 to $182,862,179." } ], "filing_history": [], "recent_changes": [ { "period": "2026-03-01", "period_label": "March 2026", "notes": [ "Regulatory assets under management went from $0 to $182,862,179." ] }, { "period": "2026-01-01", "period_label": "January 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2025-12-01", "period_label": "December 2025", "notes": [ "Newly registered with the SEC." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated February 2, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": null, "account_minimum": "None", "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "planning_fees": [ "Flat fee: $500 to $2,500 (Financial planning services)" ], "figures": [ { "label": "Account minimum", "statements": [ "Account minimum: None" ], "quotes": [ "There is no minimum account size to open and maintain an advisory account." ] }, { "label": "Planning fee", "statements": [ "Flat fee: $500 to $2,500 (Financial planning services)" ], "quotes": [ "Fixed fees range from $500 to $2,500 per project." ] } ], "values": { "tiers": [], "range_pct": null, "max_pct": null, "account_minimum": 0.0, "minimum_annual_fee": null, "planning": [ { "kind": "flat", "amount": null, "min": 500.0, "max": 2500.0, "period": "one_time", "service": "Financial planning services" } ] }, "quotes": [ "There is no minimum account size to open and maintain an advisory account.", "Fixed fees range from $500 to $2,500 per project." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [ { "name": "Raymond James & Associates, Inc.", "name_as_filed": "RAYMOND JAMES & ASSOCIATES, INC.", "affiliated": false } ], "custodians_note": "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.", "markdown_url": "https://advisorcensus.com/firm/anchored-financial-planning-llc-west-deptford-nj-336537.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 448, "fewer_than_5": false, "raum": 93023916.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 52, "fewer_than_5": false, "raum": 89838263.0 } ], "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/336537", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }