AdvisorCensus / Financial advisors / Florida / Jacksonville / Anderson Financial Partners, Inc.
Anderson Financial Partners, Inc.
Filed as ANDERSON FINANCIAL PARTNERS, INC.
Anderson Financial Partners, Inc. is an SEC-registered investment advisory firm in Ponte Vedra, FL, registered since 2003, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 20, 2026.
Quick answers
From the filingHow is Anderson Financial Partners, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Anderson Financial Partners, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Anderson Financial Partners, Inc. charge?
Its Form ADV Part 2A brochure dated March 20, 2026 states: Hourly rate: $500 an hour (Special Projects). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Anderson Financial Partners, Inc. located?
Anderson Financial Partners, Inc.'s principal office is in Ponte Vedra, FL, according to its Form ADV.
Is Anderson Financial Partners, Inc. registered with the SEC or a state?
Anderson Financial Partners, Inc. is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 126641.
How much does Anderson Financial Partners, Inc. manage?
Anderson Financial Partners, Inc. reports $1,521,000,000 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (0% discretionary).
How have Anderson Financial Partners, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Anderson Financial Partners, Inc.: Regulatory assets under management: $2,112,000,000 in the October 2021 data and $1,521,000,000 in the October 2026 data, down 28%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Anderson Financial Partners, Inc. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (14); charitable organizations (9); pension and profit sharing plans (but not the plan participants or government pension plans) (4).
Does Anderson Financial Partners, Inc. 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/126641
What changed in Anderson Financial Partners, Inc.'s recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $1,176,000,000 to $1,521,000,000 (+29%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Hourly rate: $500 an hour (Special Projects)
The brochure's wording
Special Projects: $500.00 per hour plus out-of-pocket expenses.
As stated in the firm's Form ADV Part 2A brochure dated March 20, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,521,000,000 as of October 2026, filing dated March 20, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2003 (23 years)
- Employees
- Total: 4. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,521,000,000 | 4 | March 20, 2026 |
| October 2025 | $1,176,000,000 | 4 | March 25, 2025 |
| October 2024 | $1,213,000,000 | 4 | March 27, 2024 |
| October 2023 | $1,199,000,000 | 4 | March 30, 2023 |
| October 2022 | $1,402,000,000 | 4 | March 31, 2022 |
| October 2021 | $2,112,000,000 | 4 | March 30, 2021 |
Regulatory assets under management: $2,112,000,000 in the October 2021 data and $1,521,000,000 in the October 2026 data, down 28%.
Total employees: 4 in October 2021 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $1,176,000,000 to $1,521,000,000 (+29%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Anderson Financial Partners, Inc. (CRD 126641): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/anderson-financial-partners-inc-ponte-vedra-fl-126641