Firm
Ballast Financial Advisors
West Chester, Pennsylvania
Fee-only
Ballast Financial Advisors at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 6 advisors are listed here; 5 of 6 hold the CFP.
- Its Form ADV reports 5 employees and 602 individual clients, 120 of them high net worth.
- Its average account is about $218,000 (assets it manages divided by its 1,573 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | West Chester, Pennsylvania |
|---|---|
| Website | anchorcap.net |
| Phone | (484) 266-7281 |
Ballast Financial Advisors fees
Ballast Financial 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 | $343 million |
| Individual clients | 482 |
| High-net-worth clients | 120 |
| Accounts managed | 1,573 |
| Employees | 5 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-117158) |
| Financial planning | Offered |
| Form ADV filed | March 17, 2026 |
| SEC record | CRD 304430 |