Silver Anchor Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$25,050,312
Clients
63
Advisors
1
of 1 employees
About
Silver Anchor provides fee‑based investment advisory services to individual investors and to pension and profit‑sharing plan sponsors, and also serves trusts, estates, and business entities. The firm offers portfolio management for individuals and non‑discretionary pension consulting and plan‑sponsor support, including recommendations on recordkeepers, administrators, custodians, and investment options.
The adviser applies Modern Portfolio Theory and may use fundamental, technical, and cyclical analysis to develop strategies implemented via individual securities or pre‑defined risk‑based models. As of December 31, 2025, the firm reported approximately $29.7 million in discretionary assets and $68.0 million in non‑discretionary assets, and it also refers clients to third‑party managed‑account sub‑advisors while providing ongoing oversight.
What is distinctive is the firm’s focus on retirement plan work—providing ERISA 3(21) advisory services, recommending ERISA 3(38) managers when appropriate, conducting participant education and enrollment meetings, and benchmarking plan service providers—which is uncommon among independent peers. The adviser, formed in early 2024, combines individual portfolio management with plan‑level consulting and oversight, creating a hybrid service mix not typical for firms of this type.
Client services
Expertise
Occupation focus
Fee options
Fixed fees up to $50,000; minimum $2,500 (negotiable) for pension plan clients
1.00% annually
Main office
Las Vegas NV
Advisors at this office
1
Most active in
Florida · Massachusetts · Nevada · New York · Rhode Island
Also doing business as
Silver Anchor Financial · Silver Anchor Financial, 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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)