# Anna Pottle

> Anna Pottle is a fee-only financial advisor at Pottle Financial Services in Pinehurst, North Carolina. Pottle Financial Services reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/anna-pottle/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Pottle Financial Services
- **Based in:** Pinehurst, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $62.3M across 124 accounts
- **CRD:** 6850460 (https://adviserinfo.sec.gov/individual/summary/6850460)
- **SEC registration:** Investment adviser representative in NC, TX
- **Exams passed:** Series 65 (2017)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.pottlefinancial.com

## Frequently asked questions

### Is Anna Pottle a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Anna holds no broker registration, and Pottle Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Anna charge for financial advice?

Anna's firm, Pottle Financial Services, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Anna Pottle based?

Anna Pottle is based in Pinehurst, North Carolina.

### Is Anna Pottle registered with the SEC?

Yes. Anna Pottle is registered as an investment adviser representative in NC and TX (CRD 6850460), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Pottle Financial Services manage?

Pottle Financial Services reports $62.3M across 124 accounts in assets under management.

### How do I contact Anna Pottle?

Through Anna's website, www.pottlefinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6850460): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.