Ankerstar Wealth, LLC logo

Ankerstar Wealth, LLC

Updated today

Client AUM

$145,841,873

Clients

309

Advisors

6

across 2 offices

About

Ankerstar Wealth provides ongoing portfolio management and financial planning to individuals (including high-net-worth clients) and business entities, and also offers participant account management for defined-contribution plan accounts. A team of six advisors reports roughly $146 million in regulatory assets under management across about 309 client relationships, with investments spanning equities, fixed income, ETFs, real estate funds, commodities, annuities and private/venture investments.

The firm builds individualized investment policy statements and model portfolios, documents client risk using a Nitrogen® risk questionnaire and signed risk score/range, and typically manages accounts on a discretionary basis while offering non‑discretionary advisory and sub‑advisory options. Implementation tools described in the brochure include long- and short-term trading, options strategies, margin and short sales, proprietary models delivered via third‑party platforms, and a tax‑management overlay provided through a sub‑adviser.

What is noteworthy relative to many peers is the firm’s explicit use of derivatives and the permissive use of borrowing within separately managed accounts—practices the brochure highlights as part of its trading toolkit and that are statistically uncommon among similar team firms. The firm also operates sub‑advisory arrangements (including a tax‑management program provided by 55ip) and receives model subscription and platform-related economic benefits, including a disclosed fee waiver tied to asset placement and certain program models that rely on single‑family fund sets, creating potential conflicts of interest that are disclosed in the brochure.

Client services

Financial planning Portfolio management
Provide portfolio models for subscriptions

Expertise

Options & derivatives strategies Tax-loss harvesting Real estate investing Annuities Private / alternative investments

Occupation focus

Executive

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Fee options

Fixed

Basic Planning Package – $500; Comprehensive Planning Package – $1,500; Continuous Planning Package – $3,000

Percentage

$0 - $500,000: 0.95% annually $500,000 - $1,000,000: 0.90% annually $1,000,000 - $2,000,000: 0.85% annually $2,000,000 - $3,000,000: 0.80% annually $3,000,000 - $5,000,000: 0.70% annually $5,000,000 - $7,500,000: 0.60% annually $7,500,000 - $10,000,000: 0.50% annually $10,000,000+: 0.40% annually

Subscriptions

Proprietary investment model subscription fees paid to third-party platform; Firm receives a portion of these fees (amounts vary and are set by platform)

Main office

See office

3835 Cr 175, Unit #840

Leander TX 78641

Advisors at this office

5

Most active in

Alabama · Arizona · California · Florida · Georgia · Louisiana · Minnesota · Nevada · New Hampshire · New Mexico · Ohio · Oklahoma · Texas

Also doing business as

Afterburner Financial, LLC · Ankerstar Wealth, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Corey H

Series 65

Leander, TX

Ankerstar Wealth, LLC

Corey Hinkle is a financial advisor at Ankerstar Wealth, LLC with two years of industry experience. He holds the Series 65 designation and has worked at Ankerstar Wealth since 2024. In addition to his advisory role, he has been employed by Round Rock ISD since 2014. Ankerstar Wealth serves individuals, including high-net-worth clients, and business entities by providing portfolio management, financial planning, and participant account management for defined-contribution plans. The firm employs a range of investment strategies, including derivatives and borrowing within separately managed accounts, and manages approximately $146 million in assets across 309 client relationships.

Options & derivatives strategies Tax-loss harvesting Real estate investing Annuities Private / alternative investments Executive
user avatar

Jaden V

Series 65

Leander, TX

Ankerstar Wealth, LLC

Jaden Verrico is a financial advisor at Ankerstar Wealth, LLC with four years of industry experience. He holds the Series 65 designation and has been with Ankerstar Wealth since 2022. Prior to joining the firm, Verrico spent three years at the University of Texas. Ankerstar Wealth provides portfolio management and financial planning services to individuals, including high-net-worth clients, and business entities. The firm offers discretionary and non-discretionary account management, utilizing a range of investment strategies including derivatives and margin trading, and serves approximately 309 client relationships with $146 million in regulatory assets under management.

Options & derivatives strategies Tax-loss harvesting Real estate investing Annuities Private / alternative investments Executive
user avatar

Steven A

CFP®, Series 65

Leander, TX

Ankerstar Wealth, LLC

Steven Ankerstar is a CFP® with 11 years of industry experience and is a founding advisor at Ankerstar Wealth, LLC, where he has worked since 2014. Prior to his advisory career, he was a sports statistician for 10 years, providing real-time statistics to support live television broadcasts on an as-needed basis. Ankerstar Wealth, LLC is a team of six advisors managing approximately $146 million in assets across individuals, high-net-worth clients, and business entities. The firm offers customized portfolio management and financial planning, using a range of investment strategies including derivatives and borrowing within separately managed accounts, and operates several sub-advisory and tax-management programs.

Options & derivatives strategies Tax-loss harvesting Real estate investing Annuities Private / alternative investments Executive
user avatar

Michael Y

Series 65

Leander, TX

Ankerstar Wealth, LLC

Michael Younkman is a financial advisor at Ankerstar Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Elevance Healthcare, SmileDirectClub, and Humana. Outside of his advisory role, he serves as a pulpit supply pastor for various Cincinnati-based churches. Ankerstar Wealth is a team of six advisors managing approximately $146 million in assets for individual and business clients. The firm offers portfolio management, financial planning, and defined-contribution plan services, utilizing investment strategies that include derivatives and a permissive use of borrowing across diversified asset classes.

Options & derivatives strategies Tax-loss harvesting Real estate investing Annuities Private / alternative investments Executive
user avatar

Michael C

Series 65

Leander, TX

Ankerstar Wealth, LLC

Michael Chisum is a financial advisor at Ankerstar Wealth, LLC in Leander, TX, holding a Series 65 credential with four years of industry experience. His background includes roles in education with Austin ISD and Clear Creek ISD, and he has worked at Uber Technologies since 2023. Outside of advising, he is a freelance violinist and a member of the Professional Putters Association, where he competes in tournaments. Ankerstar Wealth provides portfolio management and financial planning services to individuals, including high-net-worth clients, and business entities. The firm manages a diverse range of investments and employs strategies such as derivatives and borrowing within separately managed accounts.

Options & derivatives strategies Tax-loss harvesting Real estate investing Annuities Private / alternative investments Executive
user avatar

Joel H

CFP®, Series 65

Summerlin, NV

Ankerstar Wealth, LLC

Joel Hanson is a CFP® and holds a Series 65 license, with four years of experience in financial advising. He has been with Ankerstar Wealth, LLC since 2022 and previously worked at BAE Systems for six years. Ankerstar Wealth, LLC is a team of six advisors managing approximately $146 million in assets across diverse client relationships. The firm provides portfolio management and financial planning services to individuals, including high-net-worth clients, and business entities, utilizing derivatives and borrowing strategies within separately managed accounts.

Options & derivatives strategies Tax-loss harvesting Real estate investing Annuities Private / alternative investments Executive
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