# Steven Ankerstar

> Steven Ankerstar is a fee-only financial advisor at Ankerstar Wealth in Leander, Texas, who holds the CFP credential. Steven charges a percentage of assets, a flat fee or retainer and a one-time planning fee (one-time plans from $500 and 0.95% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.

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

## Facts

- **Firm:** Ankerstar Wealth
- **Based in:** Leander, Texas
- **Fee model:** Percentage of assets; Flat fee or retainer; One-time planning fee
- **Fees (firm's website):** one-time plans from $500; 0.95% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $146.1M across 881 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners
- **CRD:** 6251545 (https://adviserinfo.sec.gov/individual/summary/6251545)
- **SEC registration:** Investment adviser representative in AL, AZ, CA, FL, GA, LA, NV, OH, TX
- **Exams passed:** Series 65 (2014)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.ankerstarwealth.com

## Frequently asked questions

### Is Steven Ankerstar a fee-only financial advisor?

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

### How does Steven charge for financial advice?

Steven charges a percentage of assets, a flat fee or retainer and a one-time planning fee.

### How much does Steven charge?

According to Ankerstar Wealth's website, checked October 30, 2026: one-time plans from $500; 0.95% a year on the first tier of assets managed.

### Where is Steven Ankerstar based?

Steven Ankerstar is based in Leander, Texas.

### What does Steven specialize in?

Steven's specialties include retirement planning, estate & legacy planning, tax planning and small business owners.

### What credentials does Steven Ankerstar hold?

Steven Ankerstar holds the CFP credential.

### Is Steven Ankerstar registered with the SEC?

Yes. Steven Ankerstar is registered as an investment adviser representative in AL, AZ, CA, FL, GA, LA, NV, OH and TX (CRD 6251545), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ankerstar Wealth manage?

Ankerstar Wealth reports $146.1M across 881 accounts in assets under management.

### How do I contact Steven Ankerstar?

Through Steven's website, www.ankerstarwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6251545): 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://www.ankerstarwealth.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.