Anna Pottle
Pottle Financial Services · Pinehurst, North Carolina
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.
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Facts
| Firm | Pottle Financial Services |
|---|---|
| Based in | Pinehurst, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $62.3M across 124 accounts |
| SEC registration | Investment adviser representative in NC, TX · CRD 6850460 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.pottlefinancial.com |
How Anna's firm compares
- Pottle Financial Services's average account is about $502,000, from its Form ADV (assets managed divided by 124 accounts).
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Questions about Anna
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.
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
- 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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