Anchor Wealth Management Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$450/hr

“Services are offered based on an hourly fee of $450 per hour.”

Flat or project fee

$3,500

“Services are offered based on a flat fee between $3,500-15,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Anchor Wealth Management Group LLC bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “If cash and/or securities are deposited into or withdrawn from an existing account mid billing period a prorated fee will be charged for that portion of the account.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Anchor Wealth Management Group LLC’s fees compare

• Its hourly rate of $450 is above the Florida median of $288. 84% of the 372 other Florida planners that publish an hourly rate charge less.
• 6 of the 8 other planners in West Palm Beach that publish an hourly rate charge less.
• Its flat or project fee of $3,500 is below the Florida median of $4,900. 43% of the 320 other Florida planners that publish a flat or project fee charge less.
• 1 of the 6 other planners in West Palm Beach that publish a flat or project fee charge less.

About Anchor Wealth Management Group LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2024 (2 years).

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

1.5% a year

Clients

208

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$232,975,560

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

329286

Website

anchorwealthgroup.com (opens in new tab)

Phone

(561) 228-8688

Can advise clients in 3 states: Florida, Maryland, Texas

Other planners in West Palm Beach that publish fees

• Agnello Financial Group, Inc.West Palm Beach$250/hr
• Blue Marlin Advisors, LLCWest Palm Beach$400⁠-⁠$500, $200⁠-⁠$350/mo
• Blue Ocean CapitalWest Palm Beach$100⁠-⁠$300/hr
• Capital Asset Management Group, Inc.West Palm Beach$300/hr
• FacetWest Palm Beach$2,600⁠-⁠$10,000/yr
• Ibex Wealth Advisors, LLCWest Palm Beach$150⁠-⁠$300/hr, $2,000⁠-⁠$15,000

Compare all 21 planners in West Palm Beach