Alison Goodrich
Anchor Capital Advisors · Boston, Massachusetts
Alison Goodrich is a fee-only financial advisor at Anchor Capital Advisors in Boston, Massachusetts, who holds the CFP credential. Alison focuses on retirement planning. Anchor Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Multi-generational families
Facts
| Firm | Anchor Capital Advisors |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.37B across 2,632 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 7060374 |
| Firm size | 42 employees |
| Disclosures | None reported |
| Website | www.anchorcapital.com |
How Alison's firm compares
- Anchor Capital Advisors's average account is about $902,000, from its Form ADV (assets managed divided by 2,632 accounts).
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Questions about Alison
Is Alison Goodrich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alison holds no broker registration, and Anchor Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alison charge for financial advice?
Alison's firm, Anchor Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Alison Goodrich based?
Alison Goodrich is based in Boston, Massachusetts.
What does Alison specialize in?
Alison's specialties include retirement planning. Alison works with retirees and multi-generational families.
What credentials does Alison Goodrich hold?
Alison Goodrich holds the CFP credential.
Is Alison Goodrich registered with the SEC?
Yes. Alison Goodrich is registered as an investment adviser representative in MA (CRD 7060374), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Anchor Capital Advisors manage?
Anchor Capital Advisors reports $2.37B across 2,632 accounts in assets under management.
How do I contact Alison Goodrich?
Through Alison's website, www.anchorcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Anchor Capital Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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