Fee-only adviser · Leander, TX
Ankerstar Wealth, LLC
Ankerstar Wealth, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Leander, Texas. On its latest Form ADV, filed August 31, 2026, it reports $146M in regulatory assets under management, 309 individual clients and 6 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 170819 · SEC file 801-131782 |
| Office | 3835 CR 175, Unit #840 Leander, TX 78641 |
| Phone | (512) 614-0085 |
| Website | www.ankerstarwealth.com |
| Regulatory assets under management | $146M ($137M discretionary) |
| Individual clients | 232 non-high-net-worth, 77 high-net-worth |
| Financial planning clients | 251-500 |
| How it charges | Percentage of assets, Fixed fee, Other |
| Services | Financial planning, Portfolio management |
| Employees | 8 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 31, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Leander
- Arusha Wealth Limited Liability Company Not reported
- Pacifica Capital Investments $748M
See all 3 fee-only advisers in Leander →
Nearby
- Cedar Park 7 firms
- Lakeway 6 firms
- Round Rock 8 firms
- Bee Cave 1 firm
- Georgetown 4 firms
- West Lake Hills 1 firm
- Austin 125 firms
- Dripping Springs 2 firms
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