Blue Anchor Wealth Advisors

Facts

Blue Anchor Wealth Advisors fees

Blue 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

Advisors at this firm (6)

• Christine Eisenhower

  CFP

• Fiona Capell

• Matthew Eisenhower

• Tristan Dahl

• Wayne Trana

• Zachary Guffy

  CFP