Firm
Ankerstar Wealth
Leander, Texas
Fee-only
Ankerstar Wealth at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 6 advisors are listed here; 2 of 6 hold the CFP.
- Its Form ADV reports 8 employees and 309 individual clients, 77 of them high net worth.
- Its average account is about $166,000 (assets it manages divided by its 881 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Leander, Texas |
|---|---|
| Website | ankerstarwealth.com |
| Phone | (512) 614-0085 |
Ankerstar Wealth fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $500 |
|---|---|
| Asset-based fee | 0.95% a year on the first tier of assets |
| How it charges | Percentage of assets · Flat fee · One-time plans or projects |
In the firm's words
"$500 for 1-hour meeting & basic plan." source
"the first $500K is billed at 0.95% annually rate" source
"The fixed rate for creating Client financial plans is below." source
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 · Fixed fees |
|---|---|
| Assets managed | $146 million |
| Individual clients | 232 |
| High-net-worth clients | 77 |
| Accounts managed | 881 |
| Employees | 8 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-131782) |
| Financial planning | Offered |
| Form ADV filed | August 31, 2026 |
| SEC record | CRD 170819 |