ANCHORED FINANCIAL PLANNING LLC

ANCHORED FINANCIAL PLANNING LLC of WEST DEPTFORD, NJ is an SEC-registered investment adviser (CRD 336537). Regulatory assets under management: $182.9M.

Registration

• CRD: 336537
• SEC file number: 801-134476
• Type: Registered investment adviser
• Location: 875 MANTUA PIKE, #9, WEST DEPTFORD, NJ, 08096
• Phone: (856) 202-7250
• Latest filing: 2026-07-16
• Regulatory AUM: $182.9M
• Discretionary AUM: $182.9M
• Clients: 5
• Accounts: 1,223

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336537 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search