Ankerstar Wealth, LLC fees and pricing
Financial planner in Leander, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 31, 2026, Ankerstar Wealth, LLC charges a flat or project fee of $1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500
“Comprehensive Planning Package – $1,500, for 1-hour meeting & full plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ankerstar Wealth, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual advisory fee is generally calculated as a percentage of assets and is billed according to the tiered fee schedule below.”
- “Advisory fees are negotiable at the discretion of the Firm.”
- “Clients may terminate the agreement without penalty for a full refund of AW's fees within five business days of signing the Investment Advisory Contract.”
How Ankerstar Wealth, LLC’s fees compare
- Its flat or project fee of $1,500 is below the Texas median of $3,850. 14% of the 401 other Texas planners that publish a flat or project fee charge less.
About Ankerstar Wealth, LLC
- Firm size: 8 employees.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.95% a year
- Clients
- 309
- Employees
- 8
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $146,064,973
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 170819
- Phone
- (512) 614-0085
Can advise clients in 13 states: Alabama, Arizona, California, Florida, Georgia, Louisiana, Minnesota, New Hampshire, New Mexico, Nevada, Ohio, Oklahoma, Texas
Other planners in Leander that publish fees
- As Investment Partners LLCLeander$250/hr
- Kconnally Strategies, LLCLeander$100/hr
- May Tree Financial Planning LLCLeander$250/hr, $50-$500/mo
- Subnani Investment Research, LLCLeander$50-$100/mo
- Tax Pro AdvisorLeander$250/hr
Is something on this page wrong or out of date?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.