CRD: 290343
Anderson Financial Strategies, LLC
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- Custodian
- Charles Schwab & Company · Empower · Fidelity/NFS · John Hancock
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-16-2018
- Office Locations
- 1
Office Locations
About Anderson Financial Strategies, LLC
Anderson Financial Strategies is an independent, fee-only fiduciary firm delivering private wealth management, portfolio management, and high-touch financial planning for business owners, retirees, and families, plus retirement plan consulting for employers. Led by a CFP/CFA chief wealth strategist and an AIF retirement plan director, the team blends modern tools with a defined process. Portfolios are allocation- and risk-managed, often using ETFs and mutual funds.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SHON P ANDERSON
Chief Compliance Officer, Managing Member
- CRD
- #5276913
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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TIMOTHY RAY BROWN
Director
- CRD
- #6441138
NICOLE E LANNING
--
- CRD
- #5491560
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $402,105,003 | $1,748,283 |
| Non-Discretionary | $0 | -- |
| Total | $402,105,003 | $1,748,283 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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