WEST DEPTFORD, NJCRD 336537Latest ADV February 2, 2026
Anchored Financial Planning LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Deptford, NJ. Its latest Form ADV filing, dated February 2, 2026, reports $183M in regulatory assets under management, 5 employees, and 1,223 accounts.
Assets Under Management
$183M
Employees
5
Offices
--
Total Clients
500
Primary office
WEST DEPTFORD, NJ
875 MANTUA PIKE, #9, WEST DEPTFORD, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 89.6% of total clients.
Top client categories% of clientsClients
1
Individuals
89.6%
448
2
HNWI
10.4%
52
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$183Mas of February 2, 2026
Discretionary100.0%
$183M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$183M
Total Accounts1,223
10Y AUM Change+$183M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee100:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.