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Anchored Financial Planning LLC

● SEC registered since 2025CRD 336537SEC# 801-134476West Deptford, NJ
Export (members)
Reg. AUM
—
Employees
5
Accounts
—
Location
West Deptford, NJ

Anchored Financial Planning LLC assets under management

Anchored Financial Planning LLC is an investment advisory firm registered with the SEC based in West Deptford, NJ. The firm has been registered since 2025. It employs 5 people.
anchoredfinancialplanning.comView on SEC.gov ↗

Anchored Financial Planning LLC owners & executives

2 reported
NameTitleOwnershipSince
Robert John Stahler ControlPresident / Financial PlannerOver 75%2025
Valerie Anne Angiollilo ControlChief Compliance OfficerUnder 5%2025

Frequently asked questions

How many employees does Anchored Financial Planning LLC have?

Anchored Financial Planning LLC reports 5 employees.

Where is Anchored Financial Planning LLC located?

Anchored Financial Planning LLC is based in West Deptford, NJ and has been SEC-registered since 2025.

Does Anchored Financial Planning LLC disclose fund performance?

Anchored Financial Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address875 Mantua Pike, #9, West Deptford, NJ 08096
Phone(856) 202-7250
Office hoursBy Appointment
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo