CRD: 336537
Anchored Financial Planning LLC
$182.9M Total AUM
$182.9M Disc. AUM
-- 3Y CAGR
5 Employees
500 ADV. Clients
0 yrs Firm Age
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- Custodian
- Raymond James
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-01-2025
- Office Locations
- 1
Office Locations
875 Mantua Pike #9 West Deptford NJ
About Anchored Financial Planning LLC
Anchored Financial Planning is a New Jersey-based RIA providing personalized financial planning and investment management for families and professionals. The firm supports retirement planning, asset protection, and coordinated tax and estate planning, with an emphasis on clear, client-first guidance. Clients can access accounts through a Raymond James portal, and the firm serves clients nationally.
Team overview
38 AVG AGE
$91.4M AVG AUM / ADVISOR
$365.7K AVG AUM / CLIENT
0.7 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
R
Robert John Stahler
FINANCIAL PLANNER, President
- CRD
- #4903906
- Ownership
- 75% or more
Available
Available
Available
VALERIE ANNE ANGIOLLILO
Chief Compliance Officer
- CRD
- #2334815
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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Paul Bechtelheimer
--
- CRD
- #7538976
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $182,862,179 | $149,519 |
| Non-Discretionary | $0 | -- |
| Total | $182,862,179 | $149,519 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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