Stephen Cavagnaro
Anchor Capital Advisors · Boston, Massachusetts
Stephen Cavagnaro is a fee-only financial advisor at Anchor Capital Advisors in Boston, Massachusetts. Stephen focuses on retirement planning. Anchor Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Multi-generational families
Facts
| Firm | Anchor Capital Advisors |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.37B across 2,632 accounts |
| SEC registration | Investment adviser representative in MA · CRD 5828536 |
| Exams passed | Series 65 (2010) |
| Firm size | 42 employees |
| Disclosures | None reported |
| Website | www.anchorcapital.com |
How Stephen's firm compares
- Anchor Capital Advisors's average account is about $902,000, from its Form ADV (assets managed divided by 2,632 accounts).
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Questions about Stephen
Is Stephen Cavagnaro a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen 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 Stephen charge for financial advice?
Stephen's firm, Anchor Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephen Cavagnaro based?
Stephen Cavagnaro is based in Boston, Massachusetts.
What does Stephen specialize in?
Stephen's specialties include retirement planning. Stephen works with retirees and multi-generational families.
Is Stephen Cavagnaro registered with the SEC?
Yes. Stephen Cavagnaro is registered as an investment adviser representative in MA (CRD 5828536), 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 Stephen Cavagnaro?
Through Stephen's website, www.anchorcapital.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
- Anchor Capital Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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