Anchored Financial Planning LLC
● SEC registered since 2025CRD 336537SEC# 801-134476West Deptford, NJ
Reg. AUM
$182.9M
Employees
5
Accounts
1,223
Location
West Deptford, NJ
About Anchored Financial Planning
Anchored Financial Planning offers clear, personalized guidance spanning financial planning, investment management, asset protection, retirement planning, and tax and estate planning. The client-first practice emphasizes accessible financial freedom and confidence across life stages.
Summary based on the firm’s website.
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 reports $182.9 million in regulatory assets under management and employs 5 people.
Anchored Financial Planning LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert John Stahler Control | President / Financial Planner | Over 75% | 2025 |
| Valerie Anne Angiollilo Control | Chief Compliance Officer | Under 5% | 2025 |
Frequently asked questions
How much does Anchored Financial Planning LLC manage?
Anchored Financial Planning LLC reports $182.9 million in regulatory assets under management on its Form ADV.
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
| Address | 875 Mantua Pike, #9, West Deptford, NJ 08096 |
| Phone | (856) 202-7250 |
| Office hours | By Appointment |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$182.9MNo change
Feb '26Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,389 advisers
EmployeesTop 62%
More than 38% of 16,799 advisers
Assets under management
$182.9Mregulatory AUM
Discretionary $182.9M