Anchor Point Financial Planning LLC fees and pricing
Financial planner in West End, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 22, 2026, Anchor Point Financial Planning LLC charges a flat or project fee of $2,000 and an annual fee of $2,000-$3,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,000
“Ongoing Financial Planning For Ongoing Financial Planning clients that have not already engaged Anchor Point for a Planning Project, Anchor Point collects an initial fee, no greater than $2,000.”
- Annual fee
- $2,000-$3,500/yr
“Service Tier Annual Fee Silver $2,000–$3,500 Gold $3,500–$6,000 Platinum $6,000–$12,000 11 Project-Based and Hourly Financial Planning Anchor Point charges either a fixed or hourly fee for Project-Based engagements.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Anchor Point Financial Planning LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Fees are paid monthly in arrears, according to the table below.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
How Anchor Point Financial Planning LLC’s fees compare
- Its flat or project fee of $2,000 is below the North Carolina median of $4,800. 20% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- Its annual fee of $2,000-$3,500 is below the North Carolina median of $6,000. 16% of the 49 other North Carolina planners that publish an annual fee charge less.
About Anchor Point Financial Planning LLC
“Anchor Point's primary client focus is women, couples, and families navigating significant life transitions, including divorce, widowhood, inheritance, remarriage, and career or retirement transitions.”
- Principal: Beene Smith
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Divorce
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- 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
- 2% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 342701
- Phone
- (910) 975-5665
Other planners in North Carolina that publish fees
- 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
- 30-40 Wealth PartnersCornelius$5,000-$60,000, $12,500/yr
- 360 Aviation Advisors, LLCConcord$250/hr, $1,500/qtr
- A4 Wealth Advisors LLCHuntersville$350/hr, $500-$5,000
- Abs Legacy Partners, LLCHickory$250/hr, $10,000-$200,000
- Absher Wealth Management, LLCChapel Hill$20,000
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.