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Advisor

Andrew St Martin

Anchor Capital Advisors · Boston, Massachusetts

Andrew St Martin is a fee-only financial advisor at Anchor Capital Advisors in Boston, Massachusetts, who holds the CFA credential. Andrew focuses on retirement planning. Anchor Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFA

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Specialties

Who they serve

  • Retirees
  • Multi-generational families

Facts

FirmAnchor 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
CredentialsCFA
SEC registration Investment adviser representative in MA · CRD 6429548
Firm size42 employees
Disclosures None reported
Websitewww.anchorcapital.com

How Andrew's firm compares

  • Anchor Capital Advisors's average account is about $902,000, from its Form ADV (assets managed divided by 2,632 accounts).

What fee-only advisors charge in Massachusetts

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Questions about Andrew

Is Andrew St Martin a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Andrew 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 Andrew charge for financial advice?

Andrew's firm, Anchor Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Andrew St Martin based?

Andrew St Martin is based in Boston, Massachusetts.

What does Andrew specialize in?

Andrew's specialties include retirement planning. Andrew works with retirees and multi-generational families.

What credentials does Andrew St Martin hold?

Andrew St Martin holds the CFA credential.

Is Andrew St Martin registered with the SEC?

Yes. Andrew St Martin is registered as an investment adviser representative in MA (CRD 6429548), 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 Andrew St Martin?

Through Andrew's website, www.anchorcapital.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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