# Anchored Financial Planning LLC

> 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.

- CRD: 336537
- Filed as: ANCHORED FINANCIAL PLANNING LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Deptford, NJ
- Filing period: October 2026
- Form ADV filing dated: July 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336537
- AdvisorCensus page: https://advisorcensus.com/firm/anchored-financial-planning-llc-west-deptford-nj-336537

## Quick answers

**How is Anchored Financial Planning LLC compensated?**
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).

**Where is Anchored Financial Planning LLC located?**
Anchored Financial Planning LLC's principal office is in West Deptford, NJ, according to its Form ADV.

**Is Anchored Financial Planning LLC registered with the SEC or a state?**
Anchored Financial Planning LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336537.

**How much does Anchored Financial Planning LLC manage?**
Anchored Financial Planning LLC reports $182,862,179 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (100% discretionary).

**What types of clients does Anchored Financial Planning LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (448); high net worth individuals (52).

**Which custodians does Anchored Financial Planning LLC use?**
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.

**Does Anchored Financial Planning 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/336537

**Does Anchored Financial Planning LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 2, 2026 says: "There is no minimum account size to open and maintain an advisory account."

**What changed in Anchored Financial Planning LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $0 to $182,862,179.

## From the Form ADV filing

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

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

- Account minimum: None

> There is no minimum account size to open and maintain an advisory account.

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

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

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: $182,862,179
- Discretionary: $182,862,179
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 448 | $93,023,916 |
| High net worth individuals | 52 | $89,838,263 |

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

### Firm details
- Registered since: 2025 (0 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: DE, FL, NJ, PA, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- anchoredfinancialplanning.com
- Facebook @ANCHOREDFINANCIALPLANNING
- Instagram @ANCHOREDFINANCIALPLANNING
- LinkedIn @ANCHOREDFINANCIALPLANNING

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $0 to $182,862,179.

### January 2026
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Anchored Financial Planning LLC (CRD 336537): Form ADV filing data as of October 2026.