Tor Peery
Anchor Capital Management · Ithaca, New York
Tor Peery is a fee-only financial advisor at Anchor Capital Management in Ithaca, New York. Tor focuses on retirement planning, tax planning and estate & legacy planning. Anchor Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Anchor Capital Management |
|---|---|
| Based in | Ithaca, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $61.2M across 70 accounts |
| SEC registration | Investment adviser representative in NY · CRD 8350603 |
| Exams passed | Series 65 (2026) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.anchorithaca.com |
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Questions about Tor
Is Tor Peery a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tor holds no broker registration, and Anchor Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tor charge for financial advice?
Tor's firm, Anchor Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Tor Peery based?
Tor Peery is based in Ithaca, New York.
What does Tor specialize in?
Tor's specialties include retirement planning, tax planning, estate & legacy planning and family wealth transfer. Tor works with multi-generational families.
Is Tor Peery registered with the SEC?
Yes. Tor Peery is registered as an investment adviser representative in NY (CRD 8350603), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Anchor Capital Management manage?
Anchor Capital Management reports $61.2M across 70 accounts in assets under management.
How do I contact Tor Peery?
Through Tor's website, www.anchorithaca.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 Management 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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