Anchored Wealth fees and pricing
Financial planner in The Woodlands, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 24, 2026, Anchored Wealth charges $400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Maximum hourly rate: $400; payable in stages as the work progresses by check, credit card, or Zelle within ten (10) days of receipt of each invoice.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Anchored Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The amounts and specific way fees are charged is negotiated and memorialized in Anchored Wealth’s contract with our clients, and we generally bill our fees on a monthly basis, in arrears.”
- “Other clients may opt to have Anchored Wealth invoice them for the management fee, and they may pay by credit card, check, or Zelle, in which case the management fee will be payable upon receipt of the invoice.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee.”
How Anchored Wealth’s fees compare
- Its hourly rate of $400 is above the Texas median of $275. 79% of the 468 other Texas planners that publish an hourly rate charge less.
- 3 of the 7 other planners in The Woodlands that publish an hourly rate charge less.
About Anchored Wealth
“In addition, we provide clients with wealth management services that include a broad range of comprehensive finan”
- Firm size: 2 employees.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 49
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $9,754,934
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 331693
- Phone
- (832) 980-5535
Other planners in The Woodlands that publish fees
- Assurance Wealth ManagementThe Woodlands$1,500-$2,500
- Awm Financial Services Inc.The Woodlands$1,000/hr
- Cooksen Wealth, LLCThe Woodlands$2,500-$5,000
- Diamond Client Group, LLCThe Woodlands$2,500-$100,000, $250-$8,000/mo
- HFG Wealth Management, LLCThe Woodlands$400/hr
- Legacy Financial DesignsThe Woodlands$1,000-$10,000, $425-$2,000/mo
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.