# Katarzyna Marczyk

> Katarzyna Marczyk is a fee-only financial advisor at Anchor Wealth Management Group in West Palm Beach, Florida, who holds the CFP credential. Katarzyna focuses on retirement planning, equity compensation and small business owners. Anchor Wealth Management Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Anchor Wealth Management Group
- **Based in:** West Palm Beach, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $233.0M across 630 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Equity compensation, Small business owners, Estate & legacy planning, Family wealth transfer
- **Works with:** Executives
- **CRD:** 4990159 (https://adviserinfo.sec.gov/individual/summary/4990159)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 66 (2005)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://anchorwealthgroup.com/

## Frequently asked questions

### Is Katarzyna Marczyk a fee-only financial advisor?

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

### How does Katarzyna charge for financial advice?

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

### Where is Katarzyna Marczyk based?

Katarzyna Marczyk is based in West Palm Beach, Florida.

### What does Katarzyna specialize in?

Katarzyna's specialties include retirement planning, equity compensation, small business owners, estate & legacy planning and family wealth transfer. Katarzyna works with executives.

### What credentials does Katarzyna Marczyk hold?

Katarzyna Marczyk holds the CFP credential.

### Is Katarzyna Marczyk registered with the SEC?

Yes. Katarzyna Marczyk is registered as an investment adviser representative in FL (CRD 4990159), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Anchor Wealth Management Group manage?

Anchor Wealth Management Group reports $233.0M across 630 accounts in assets under management.

### How do I contact Katarzyna Marczyk?

Through Katarzyna's website, anchorwealthgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4990159): 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://anchorwealthgroup.com/): specialties, clients served, and fees, checked October 30, 2026

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