Firm
Anchor Capital Advisors
Boston, Massachusetts
Fee-only
Anchor Capital Advisors at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 16 advisors are listed here; 3 of 16 hold the CFA.
- Its Form ADV reports 42 employees and 474 individual clients, 299 of them high net worth.
- Its average account is about $902,000 (assets it manages divided by its 2,632 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Boston, Massachusetts |
|---|---|
| Website | anchorcapital.com |
| Phone | (617) 338-3800 |
Anchor Capital Advisors fees
Anchor Capital Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $2.4 billion |
| Individual clients | 175 |
| High-net-worth clients | 299 |
| Accounts managed | 2,632 |
| Employees | 42 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-18930) |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 105540 |