Ankerstar Wealth, LLC logo

Ankerstar Wealth, LLC

Updated today

Client assets under management

$143,243,178

Clients

289

18% high-net-worth

Advisors

6

of 8 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

48

Low

Average account size

$495,651

About

Ankerstar Wealth advises individual and high‑net‑worth clients with ongoing portfolio management and written financial planning across a broad set of investment types, including mutual funds, ETFs, fixed income, real estate funds, insurance products and venture capital interests. The firm offers discretionary portfolio management and prepares an Investment Policy Statement for each client, and it also provides participant account management for defined contribution plan accounts via a third‑party platform.

The firm’s process is tailored around documented risk scores and model portfolios (using Riskalyze) and includes regular monitoring and rebalancing to keep accounts within contracted risk ranges. Its trading toolbox spans long‑ and short‑term strategies and explicitly includes options, short sales and margin transactions; the firm also uses derivatives and borrowing within separately managed accounts, which adds leverage and derivative‑specific risks to some client portfolios.

Compared with many peer team firms, Ankerstar Wealth’s use of derivatives and margin inside managed accounts is a notable departure from more conservative team practices and is disclosed as part of its risk framework. The firm also distinguishes itself by managing held‑away participant accounts through a platform to avoid custody, by engaging disclosed outside business activities, and by using a third‑party service to monitor and file class‑action claims on behalf of clients.

Client services

Financial planning Portfolio management

Expertise

Annuities Real estate investing Options & derivatives strategies

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Fee options

Fixed

Basic Planning Package – $300; Comprehensive Planning Package – $600; Continuous Planning Package – $1,500 (fixed fees for financial planning)

Percentage

$1 - $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

Main office location

Ankerstar Wealth, LLC

3835 Cr 175, Unit #840

Leander TX 78641, United States

Number of offices

1

Most active in

Texas

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 one year of industry experience. He holds a Series 65 designation and has worked with Round Rock ISD since 2014. Outside of advising, he is involved in part-time sports broadcasting as a subcontractor. Ankerstar Wealth, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses model portfolios and Riskalyze-based risk assessments to manage discretionary accounts, employing diverse strategies including fundamental, technical, and cyclical analysis, as well as options and margin trading.

Annuities Real estate investing Options & derivatives strategies
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. Outside of his advisory role, a principal at the firm engages in part-time sports broadcasting as a subcontractor. Ankerstar Wealth, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, and business entities. The firm uses model portfolios and Riskalyze-based risk assessments to manage accounts, employing a range of strategies including long- and short-term trading, options, and margin within separately managed accounts.

Annuities Real estate investing Options & derivatives strategies
user avatar

Steven A

CFP®, Series 65

Leander, TX

Ankerstar Wealth, LLC

Steven Ankerstar is a CFP® professional with 11 years of industry experience, currently serving at Ankerstar Wealth, LLC. He has worked at the firm since 2014 and also provides real-time sports statistics support for live TV broadcasts on an as-needed basis. Ankerstar Wealth, LLC offers investment advisory and financial planning services primarily to individuals, high-net-worth clients, and business entities, using a range of analysis methods and strategies, including discretionary portfolio management based on documented risk tolerance.

Annuities Real estate investing Options & derivatives strategies
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 previously worked at SmileDirectClub and Humana. Outside of his advisory role, he serves as a pulpit supply pastor for various churches in Cincinnati. Ankerstar Wealth, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a range of strategies including discretionary portfolio management based on model portfolios and Riskalyze risk scoring, using multiple analysis methods and instruments such as options and margin.

Annuities Real estate investing Options & derivatives strategies
user avatar

Michael C

Series 65

Leander, TX

Ankerstar Wealth, LLC

Michael Chisum is a financial advisor at Ankerstar Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously in education and as a driver for Uber Technologies. Outside of advising, he is a freelance violinist and competes as a member of the Professional Putters Association. Ankerstar Wealth, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses model portfolios combined with Riskalyze-based risk assessments and employs a variety of strategies including derivatives and margin within discretionary account management.

Annuities Real estate investing Options & derivatives strategies
user avatar

Joel H

CFP®, Series 65

Summerlin, NV

Ankerstar Wealth, LLC

Joel Hanson is a CFP® and holds a Series 65 license with three years of industry experience. He has been with Ankerstar Wealth, LLC since 2022 and previously worked at BAE Systems and served in the U.S. Air Force. Outside of advisory work, he is involved in part-time sports broadcasting as a subcontractor. Ankerstar Wealth, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, and business entities. The firm utilizes a range of strategies including model portfolios, Riskalyze-based risk assessments, and various trading techniques, managing accounts mostly on a discretionary basis.

Annuities Real estate investing Options & derivatives strategies
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