Zachary Guffy
Blue Anchor Wealth Advisors · Bend, Oregon
Zachary Guffy is a fee-only financial advisor at Blue Anchor Wealth Advisors in Bend, Oregon, who holds the CFP credential. Zachary focuses on retirement planning, divorce financial planning and tax planning. Blue Anchor Wealth Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Divorced individuals
Facts
| Firm | Blue Anchor Wealth Advisors |
|---|---|
| Based in | Bend, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $144.2M across 302 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AK, CO, OR, TX, WA · CRD 6509431 |
| Exams passed | Series 63 (2018) · Series 65 (2020) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.blueanchorwealth.com |
| Profile |
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Questions about Zachary
Is Zachary Guffy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zachary holds no broker registration, and Blue Anchor Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Zachary charge for financial advice?
Zachary's firm, Blue Anchor Wealth Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Zachary Guffy based?
Zachary Guffy is based in Bend, Oregon.
What does Zachary specialize in?
Zachary's specialties include retirement planning, divorce financial planning and tax planning. Zachary works with retirees, pre-retirees and divorced individuals.
What credentials does Zachary Guffy hold?
Zachary Guffy holds the CFP credential.
Is Zachary Guffy registered with the SEC?
Yes. Zachary Guffy is registered as an investment adviser representative in AK, CO, OR, TX and WA (CRD 6509431), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blue Anchor Wealth Advisors manage?
Blue Anchor Wealth Advisors reports $144.2M across 302 accounts in assets under management.
How do I contact Zachary Guffy?
Through Zachary's website, www.blueanchorwealth.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
- Blue Anchor Wealth 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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