Steven Ankerstar
Ankerstar Wealth · Leander, Texas
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.
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Specialties
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 |
| Assets under management | $146.1M across 881 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL, AZ, CA, FL, GA, LA, NV, OH, TX · CRD 6251545 |
| Exams passed | Series 65 (2014) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.ankerstarwealth.com |
| Profile |
How Steven's firm compares
- A one-time plan starts at $500, below the Texas median of $1,575 for fee-only firms that publish prices.
- Ankerstar Wealth's average account is about $166,000, from its Form ADV (assets managed divided by 881 accounts).
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Questions about Steven
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.
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
- Ankerstar Wealth 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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