Anchor & Oak Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Anchor & Oak Wealth Advisors provides discretionary portfolio management, financial planning, and qualified retirement plan consulting, and may serve as a sub‑advisor managing separately managed accounts for other registered investment advisers. Like many supported firms, it generally charges percentage‑of‑AUM fees, but at the time of its SEC registration in June 2026 the firm reported no clients or assets under management and describes its near‑term client focus on plans, other RIAs, corporations, charities and institutional entities rather than individual investors.
The firm deploys model portfolios and may allocate client assets to third‑party money managers while using a mix of analytic approaches — fundamental and technical analysis (including charting and cyclical methods), modern portfolio theory, and occasional shorter‑term trading — to implement portfolios aligned with stated objectives. Financial planning is offered on a standalone or coordinated basis, with recommendations tailored to clients’ risk tolerances, time horizons and, for plan sponsors, investment policy statements.
Distinctive features compared with many peers include an explicit emphasis on plan‑level and sub‑advisory relationships instead of a retail individual client base, and the fact that the firm reported no individual or high‑net‑worth clients at launch. The brochure also discloses an affiliated insurance business and principals’ outside activities in private investment and real estate, which the firm identifies as potential sources of conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Minimum fixed fee of $2,500 for financial planning services
0.5% to 2.00% annually depending on assets under management, type and complexity of services, and level of administration
Minimum hourly fee of $25 for financial planning services
Account minimum: $25,000 Minimum fee: Minimum fixed fee of $2,500 for financial planning services Fee-only: Financial planning services charged via fixed fee ($2,500 minimum), hourly fee (minimum $25/hour), or annual asset-based fee (minimum 0.25% per year of assets reviewed)
Main office
221 South Collier Blvd., Suite 202
Marco Island FL 34145, United States
Offices (4)
Most active in
Alabama · California · District of Columbia · Florida · Georgia · Louisiana · Tennessee · Texas
Also doing business as
Anchor & Oak Wealth Advisors · Anchor & Oak Wealth Advisors, LLC · Anchor & Oak Wealth Management · Cagnolatti Capital · Leblanc Wealth Management Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Joshua J
Series 66
Tampa, FL
Anchor & Oak Wealth Advisors
Joshua Joiner is a financial advisor at Anchor & Oak Wealth Advisors with 16 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Global Investment Advisory LLC, Camalu Capital, and Vere Asset Management. Outside of finance, he owns and operates Axe House, LLC, an entertainment company. Anchor & Oak Wealth Advisors focuses on discretionary portfolio management, financial planning, and qualified retirement plan consulting primarily for plans, RIAs, corporations, charities, and institutional clients. The firm uses a combination of fundamental and technical analysis alongside model portfolios and third-party money managers to align investments with client objectives.
Mark C
Series 66
Collierville, TN
Anchor & Oak Wealth Advisors
Mark Collinsworth is a financial advisor with Anchor & Oak Wealth Advisors in Collierville, TN, holding a Series 66 designation and 23 years of industry experience. He has previously worked at Global Investment Advisory and the Stanford Group Company, among others. Outside of his advisory role, he serves as CEO of Vere Global Insurance Group and is Chief Executive Investment Officer at Gjallarhorn Capital Inc., an incubator hedge fund. Anchor & Oak Wealth Advisors provides discretionary portfolio management, financial planning, and qualified retirement plan consulting primarily to institutional clients, including plans, corporations, and charities. The firm utilizes a combination of fundamental and technical analysis, model portfolios, and third-party money managers to implement its investment strategies.
Melissa P
Series 65, Series 66
Fulshear, TX
Anchor & Oak Wealth Advisors
Melissa Perez Leblanc is a financial advisor at Anchor & Oak Wealth Advisors with seven years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Global Investment Advisory, Girard Securities, GFS Advisors LLC, and Stanford Group Company. Anchor & Oak Wealth Advisors provides discretionary portfolio management, financial planning, and qualified retirement plan consulting, primarily serving plans, registered investment advisers, corporations, charities, and institutional clients. The firm uses a combination of fundamental and technical analysis within model portfolios and allocates assets to third-party managers to meet client objectives.
Kenneth C
CFP®, Series 66
Los Angeles, CA
Anchor & Oak Wealth Advisors
Kenneth Cagnolatti is a CFP® and Series 66-licensed financial advisor with four years of industry experience. He currently works at Anchor & Oak Wealth Advisors, where he has been since 2026. Prior to this, he spent five years with Wells Fargo Clearing Services and one year at Wells Fargo Bank. Anchor & Oak Wealth Advisors provides discretionary portfolio management, financial planning, and qualified retirement plan consulting. The firm primarily serves plans, other RIAs, corporations, charities, and institutional clients, using a combination of fundamental and technical analysis, modern portfolio theory, and model portfolios in their investment approach.
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