Firm
Anchor Wealth Advisors
Cockeysville, Maryland
Fee-only
Anchor Wealth Advisors at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 104 individual clients, 31 of them high net worth.
- Its average account is about $270,000 (assets it manages divided by its 283 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Cockeysville, Maryland |
|---|---|
| Website | embarkfin.com |
| Phone | (443) 281-9630 |
Anchor Wealth Advisors fees
Anchor Wealth 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 | $76 million |
| Individual clients | 73 |
| High-net-worth clients | 31 |
| Accounts managed | 283 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 300980 |
Advisors at this firm (1)
Other fee-only firms in Maryland
- Apprise Wealth Management LLC · Phoenix
- Arch Financial Advisors, LLC · Bethesda
- Audible Wealth Management · Silver Spring
- Baltimore-Washington Financial Advisors, Inc. · Columbia
- Beacon Investment Advisors · Gaithersburg
- Bestgate Wealth Advisors · Frederick
- Beyond Profit and Wealth Consulting · Laurel
- Binnacle Financial Group · Chevy Chase