Anchor Point Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Anchor Point Financial Planning LLC focuses on individuals, couples, and families navigating significant life transitions—such as divorce, widowhood, inheritance, remarriage, and retirement or career changes—and also works with high‑income professionals in the wealth accumulation phase. The firm offers fee‑only services that include comprehensive financial planning (project‑based or ongoing), divorce financial planning, and discretionary investment management.
The firm’s planning process is holistic and covers cash flow, tax, estate, insurance, retirement, and investment analysis, with tiered ongoing planning options (Silver, Gold, Platinum) and project or hourly engagements. For investments it blends passive and active approaches informed by Modern Portfolio Theory, and may use outside managers and model portfolios through third‑party platforms while providing ongoing oversight and, when authorized, discretionary trading.
Noteworthy aspects relative to peers include a formal divorce financial planning capability supported by a CDFA®‑qualified lead advisor (the firm does not provide legal services or expert witness testimony), its recent formation and reporting of zero assets under management at filing, and operational choices that distinguish it from many small independents—specifically a requirement that clients custody assets at the firm’s recommended custodians (Schwab or SEI) and a stated policy of executing client trades on an individual rather than aggregated block basis.
Client services
Expertise
Demographic focus
Fee options
Project-based financial planning fees range from $1,500 to $20,000; divorce financial planning fees range from $3,000 to $20,000; initial fee for ongoing financial planning up to $2,000; ongoing fixed fees from $2,000 to $12,000 annually depending on tier.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.80% $2,500,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
$350 per hour for hourly/a la carte consulting.
Account minimum: $500,000 Fee-only: Ongoing financial planning fixed fees ranging from $2,000 to $12,000 annually depending on service tier; project-based planning fees from $1,500 to $20,000; hourly consulting at $350/hr.
Main office
1163 Seven Lakes Dr, Suite F
West End NC 27376
Advisors at this office
1
Most active in
North Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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