Globe & Anchor Wealth Management & Financial Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$375/hr

“The maximum hourly fee to be charged will not exceed $375.”

Flat or project fee

$50,000

“Flat fees will not exceed $50,000.”

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

How Globe & Anchor Wealth Management & Financial Planning, LLC bills

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

• “Annualized fees are billed on a pro-rata basis quarterly in arrears based on the value of the account(s) on the time-weighted daily average of the quarter.”
• “Fees are negotiable and will be deducted from client account(s).”
• “In rare cases, our firm will agree to directly invoice.”

How Globe & Anchor Wealth Management & Financial Planning, LLC’s fees compare

• Its hourly rate of $375 is above the California median of $300. 70% of the 932 other California planners that publish an hourly rate charge less.
• 6 of the 12 other planners in Walnut Creek that publish an hourly rate charge less.
• Its flat or project fee of $50,000 is above the California median of $5,000. 97% of the 796 other California planners that publish a flat or project fee charge less.
• 14 of the 14 other planners in Walnut Creek that publish a flat or project fee charge less.

About Globe & Anchor Wealth Management & Financial Planning, 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: 2017 (9 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

Clients

65

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$57,486,727

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

287722

Website

globeandanchorwealth.com (opens in new tab)

Phone

(925) 239-0116

Other planners in Walnut Creek that publish fees

• Babylon Wealth Management LLCWalnut Creek$300/hr, $2,000⁠-⁠$15,000
• Barentsen Advisory Services, LLCWalnut Creek$250/hr, $100⁠-⁠$2,000
• Burton Enright WelchWalnut Creek$350/hr, $2,500⁠-⁠$10,000
• Capital Management Advisor Group, LLCWalnut Creek$500/hr, $10,000
• Cavu Wealth Advisors, LLCWalnut Creek$450/hr, $10,000/yr
• Dawson Investment ManagementWalnut Creek$1,000/hr

Compare all 39 planners in Walnut Creek