# Anne Chernish

> Anne Chernish is a fee-only financial advisor at Anchor Capital Management in Ithaca, New York, who holds the CFP credential. Anne focuses on retirement planning, tax planning and estate & legacy planning. Anchor Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/anne-chernish/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Anchor Capital Management
- **Based in:** Ithaca, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $61.2M across 70 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 1264961 (https://adviserinfo.sec.gov/individual/summary/1264961)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1984)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.anchorithaca.com

## Frequently asked questions

### Is Anne Chernish a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Anne holds no broker registration, and Anchor Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Anne charge for financial advice?

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

### Where is Anne Chernish based?

Anne Chernish is based in Ithaca, New York.

### What does Anne specialize in?

Anne's specialties include retirement planning, tax planning, estate & legacy planning and family wealth transfer. Anne works with multi-generational families.

### What credentials does Anne Chernish hold?

Anne Chernish holds the CFP credential.

### Is Anne Chernish registered with the SEC?

Yes. Anne Chernish is registered as an investment adviser representative in TX (CRD 1264961), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Anchor Capital Management manage?

Anchor Capital Management reports $61.2M across 70 accounts in assets under management.

### How do I contact Anne Chernish?

Through Anne's website, www.anchorithaca.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1264961): 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
- The firm's website (https://anchorithaca.com/): specialties, clients served, and fees, checked October 30, 2026

---

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