# Michael Serchen

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

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

## Facts

- **Firm:** Anchor Capital Advisors
- **Based in:** Boston, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $2.37B across 2,632 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Retirees, Multi-generational families
- **CRD:** 1140294 (https://adviserinfo.sec.gov/individual/summary/1140294)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 63 (1983), Series 65 (1992)
- **Firm size:** 42 employees
- **Disclosures:** None reported
- **Website:** http://www.anchorcapital.com

## Frequently asked questions

### Is Michael Serchen a fee-only financial advisor?

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

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

### Where is Michael Serchen based?

Michael Serchen is based in Boston, Massachusetts.

### What does Michael specialize in?

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

### What credentials does Michael Serchen hold?

Michael Serchen holds the CFP credential.

### Is Michael Serchen registered with the SEC?

Yes. Michael Serchen is registered as an investment adviser representative in WI (CRD 1140294), 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 Michael Serchen?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1140294): 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://anchorcapital.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.