Samuel Erdman
Anchor Wealth Advisors · Cockeysville, Maryland
Samuel Erdman is a fee-only financial advisor at Anchor Wealth Advisors in Cockeysville, Maryland, who holds the CFP credential. Anchor Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Anchor Wealth Advisors |
|---|---|
| Based in | Cockeysville, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $76.4M across 283 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD, PA · CRD 5128261 |
| Exams passed | Series 65 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.embarkfin.com |
| Profile |
How Samuel's firm compares
- Anchor Wealth Advisors's average account is about $270,000, from its Form ADV (assets managed divided by 283 accounts).
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Questions about Samuel
Is Samuel Erdman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and Anchor Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Samuel charge for financial advice?
Samuel's firm, Anchor Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Samuel Erdman based?
Samuel Erdman is based in Cockeysville, Maryland.
What credentials does Samuel Erdman hold?
Samuel Erdman holds the CFP credential.
Is Samuel Erdman registered with the SEC?
Yes. Samuel Erdman is registered as an investment adviser representative in MD and PA (CRD 5128261), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Anchor Wealth Advisors manage?
Anchor Wealth Advisors reports $76.4M across 283 accounts in assets under management.
How do I contact Samuel Erdman?
Through Samuel's website, www.embarkfin.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Maryland
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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