# Anchored Financial Planning LLC: new SEC registration, $183M AUM, West Deptford, NJ

**Score:** 45/100

| Field | Value |
|---|---|
| Firm | Anchored Financial Planning LLC |
| Legal name | Anchored Financial Planning LLC |
| CRD | 336537 |
| Status | Approved |
| Registered with the SEC | 2025-11-13 |
| Latest Form ADV filing | 2026-07-16 |
| Location | West Deptford, NJ, United States |
| Regulatory AUM | $182,862,179 |
| Accounts | 1223 |
| Employees | 5 |
| Website | HTTPS://ANCHOREDFINANCIALPLANNING.COM/ |

## Why this score
- $183M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/336537). Last refreshed: 2026-11-04T21:45:24.609Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.
