← Tributary

ANCHORED FINANCIAL PLANNING LLC

WEST DEPTFORD, NJ · CRD 336537 · IAPD ↗ · anchoredfinancialplanning.com · (856) 202-7250

$182.9MRegulatory AUM
2Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2026 — ANCHORED FINANCIAL PLANNING LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
December 2025 — ANCHORED FINANCIAL PLANNING LLC (WEST DEPTFORD, NJ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.