SourcingSourcing

ANCHORED FINANCIAL PLANNING LLC

C47
CRD 336537·SEC 801-134476·WEST DEPTFORD, NJ
AUM
$182.9M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$549K
@ 30% margin
Est. Deal Value
$4.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ANCHORED FINANCIAL PLANNING LLC
CRD
336537
SEC file #
801-134476
EIN
—
DBA names
—

Economics

AUM
$182.9M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals Other448
Individuals High Net Worth52

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
WEST DEPTFORD NJ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/02/2026
ADV-W filed at
—
Website
anchoredfinancialplanning.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Stahler, Robert, John
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
Stahler, Robert, John
ANGIOLLILO, VALERIE, ANNE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ANCHOREDFINANCIALPLANNING.COM
Rdap Domain Creation Date
2025-02-21T16:39:25Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
NameCheap, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2452
Soi Zip Pct 200k Plus
0.0489
Soi Zip Returns 200k Plus
900
Soi Zip Total AGI
1,369,985
Fdic Zip Total Deposits
26,478,797,000
Fdic Zip Branch Count
390
Fdic Zip Top Banks
TD Bank, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
Lpl Financial4
E*trade4
Fdic Zip Branches Raw
Commerce Bank, National AssociationWoodbury, NJ
The Bank of Gloucester CountyWoodbury, NJ
Fdic Zip HHI
1038.21
Fdic Zip Top Bank Share Pct
22.77
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-21T16:39:25Z
Rdap Domain Last Changed
2025-12-04T21:46:14Z
Rdap Nameservers
Dns1.registrar-servers.comDns2.registrar-servers.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI55,496
Returns4,390
Stub 2
AGI155,671
Returns4,190
Stub 3
AGI191,964
Returns3,110
Soi Zip Total Business Income
28,033
Soi Zip Total Cap Gains
24,751
Soi Zip Total Dividends
13,664
Soi Zip Total Returns
18,390
Top Owner CRD
4903906
Trust Company Affiliate
No

People (3)

3
Stahler, Robert, John
IAR · Direct Owner · 87.5%
4903906
VALERIE ANNE ANGIOLLILO
Executive Officer · 2.5%
2334815
Paul Bechtelheimer
IAR
7538976