Anchor Financial Group fees and pricing

Financial planner in Brea, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 23, 2026, Anchor Financial Group charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “The hourly rate for limited scope engagements is $250.”

Payment and refund terms, quoted from the fee section of the brochure.

“The fee range is $1,000 to $3,500 and is negotiable.”
“Axos removes AFG's investment advisor fees from Client's account, charged monthly in arrears, and based on the balance at the end of the month.”
“Fees are calculated daily based on daily balances, removed from accounts quarterly (calendar quarters) in arrears, then paid to AFG.”

Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
None of the 5 other planners in Brea that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Clients: 126
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed: $102,351,684
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 111801
Website: anchorfg.com (opens in new tab)
Phone: (714) 264-3538

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.