Anchored Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Anchored Financial Planning LLC provides investment advisory and financial planning services to individual and high net worth clients, offering managed accounts (both discretionary and non-discretionary), written financial plans, and related consulting. The firm reports $182,862,179 in discretionary assets under management as of January 22, 2026 and may recommend investment products including mutual funds, ETFs, stocks, bonds, and annuities.
The firm tailors portfolios to client objectives, time horizon, and risk tolerance using asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term strategies, and conducts at least quarterly account reviews. AFP charges percentage-of-AUM advisory fees for asset management and provides fixed-fee financial planning projects when services fall outside the standard engagement.
Anchored is distinctive for its high client load relative to its two-advisor size—roughly 250 clients per advisor—which indicates a more scalable or streamlined service model than is typical for similarly sized firms. The brochure also notes that AFP may place client accounts in wrap fee programs (with a Wrap Fee Brochure provided) and discloses reliance on service providers that use artificial intelligence or machine learning, features prospective clients may wish to review when assessing service capacity and operational practices.
Client services
Expertise
Fee options
$500 to $2,500 per project
$0 - $250,000: 1.35% $250,001 - $500,000: 1.30% $500,001 - $1,000,000: 1.20% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.80% $5,000,001+: 0.50%
Main office
875 Mantua Pike, #9
West Deptford NJ 08096
Advisors at this office
2
Most active in
Delaware · Florida · New Jersey · Pennsylvania · South 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 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.
Quick links
Advisors at this firm
Robert S
CFP®, Series 66
West Deptford, NJ
Anchored Financial Planning LLC
Robert Stahler is a CFP® with 17 years of industry experience. He is currently with Anchored Financial Planning LLC and previously worked at Edward Jones for nine years. In addition to his advisory role, he is an independent insurance agent. Anchored Financial Planning LLC provides investment advisory and financial planning services to individual and high net worth clients, tailoring portfolios based on client objectives, time horizon, and risk tolerance through various strategies and regular account reviews.
Paul B
Series 66
West Deptford, NJ
Anchored Financial Planning LLC
Paul Bechtelheimer is a financial advisor at Anchored Financial Planning LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones. Outside of his advisory role, he serves as a head youth soccer coach for Real JFC Soccer Club in Medford, NJ. Anchored Financial Planning LLC provides investment advisory and financial planning services to individual and high net worth clients, managing discretionary and non-discretionary accounts. The firm customizes portfolios based on client objectives, time horizon, and risk tolerance, employing a range of strategies including asset allocation and technical analysis.
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