If you need help planning your financial life, you've come to the right place. Most "advisers" will just try to sell you something because that's where the quick money is. But your long-term goals can only be met with a complete assessment of your current financial situation. Then we develop a plan together. Anchor Financial Group has been serving clients since 1988. Our planning fees range from $500 for a simple analysis to $3,000 for a complex plan. We often adjust these fees if you need help in other areas. Our investment management fees start at 1.25% of account value per year and are discounted for larger accounts.
EXPECT UNBIASED ADVICE
Our independence benefits you. We are not pressured into selling you services or products that generate high short-term profits for us, at your expense. As a Registered Investment Advisor (RIA) with the State of California, we adhere to a high “fiduciary” standard that requires us to put your interests above ours. Steve Kiernan is a Certified Financial Planner™ Practitioner which requires strict adherence to a code of ethics and standards of conduct.
EXPECT EXCELLENT SERVICE
You deserve first-class service and communication from your financial partner. You will receive weekly newsletters, 24-7 access to your accounts via computer or smart phone, and regular reviews.