{"url":"https://nivawealth.com/firms/anderson-financial-partners-126641","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/126641","regulatoryAum":1521000000,"crd":"126641","history":[{"filedOn":"2021-03-30","regulatoryAum":2112000000,"clients":36,"employees":4,"offices":1},{"filedOn":"2022-03-31","regulatoryAum":1402000000,"clients":35,"employees":4,"offices":1},{"filedOn":"2023-03-30","regulatoryAum":1199000000,"clients":37,"employees":4,"offices":1},{"filedOn":"2024-03-27","regulatoryAum":1213000000,"clients":35,"employees":4,"offices":1},{"filedOn":"2025-03-25","regulatoryAum":1176000000,"clients":32,"employees":4,"offices":1},{"filedOn":"2026-03-20","regulatoryAum":1521000000,"clients":31,"employees":4,"offices":1}],"secFileNumber":"801-62031","legalName":"Anderson Financial Partners, Inc.","displayName":"Anderson Financial Partners","slug":"anderson-financial-partners-126641","website":"https://andersonfinancialpartners.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/126641/c746c43d3de3a09f-r1.webp","tone":"light","width":482,"height":200,"sourceUrl":"https://andersonfinancialpartners.com/","sourceLabel":"Anderson Financial Partners, Inc., website"},"classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_consultant","typeLabel":"Consultant","feeDisclosure":"payment_only"},"founded":null,"organization":"Florida corporation","fiscalYearEnd":"December","headquarters":{"street":"212 Ponte Vedra Park Drive, Suite 200","city":"Ponte Vedra","state":"FL","stateName":"Florida","country":"United States","postalCode":"32082"},"tradeNames":[],"registration":{"secApproved":"9 May 2003","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":27071428.57142857,"staff":{"employees":4,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":1521000000,"discretionary":0,"discretionaryAccounts":0,"nonDiscretionary":1521000000,"nonDiscretionaryAccounts":34,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":14,"regulatoryAum":379000000},{"label":"Pension and profit-sharing plans","clients":4,"regulatoryAum":231000000},{"label":"Charitable organizations","clients":9,"regulatoryAum":559000000},{"label":"State or municipal government entities","clients":4,"regulatoryAum":352000000}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Anderson Financial Partners does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Timothy Anderson","title":"Managing Partner & Chief Compliance Officer","crd":"5639207"},{"name":"John Anderson","title":"Managing Partner","crd":"828441"}],"ownership":[{"label":"John Anderson","detail":"Managing partner in the 75% or more ownership band and a control person, since March 2003."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"212 Ponte Vedra Park Drive, Suite 200","city":"Ponte Vedra","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"904-280-8995","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":60},{"label":"U.S. government/agency bonds","percent":10},{"label":"U.S. state and local bonds","percent":5},{"label":"Investment grade corporate bonds","percent":20},{"label":"Non-investment grade corporate bonds","percent":3},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"20 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/126641/PDF/126641.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Anderson Financial Partners have?","answer":"Anderson Financial Partners has 31 clients and manages $1.52 billion for them, as of March 2026. They include 14 high-net-worth individuals, 9 charitable organizations, and 4 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 20 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Anderson Financial Partners offer?","answer":"Anderson Financial Partners provides portfolio management for individuals and small businesses, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Anderson Financial Partners have?","answer":"Anderson Financial Partners has 0 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Anderson Financial Partners invest in?","answer":"At the end of its last fiscal year, Anderson Financial Partners’ separately managed accounts held 60% exchange-traded equities, 20% investment grade corporate bonds, 10% U.S. government and agency bonds, 5% state and local bonds, 3% high-yield corporate bonds and 2% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Anderson Financial Partners?","answer":"Anderson Financial Partners’ direct owner is John Anderson (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 20 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Anderson Financial Partners get paid?","answer":"Anderson Financial Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Anderson Financial Partners?","answer":"Anderson Financial Partners’ main office is at 212 Ponte Vedra Park Drive, Suite 200, Ponte Vedra, FL 32082. Its phone number is 904-280-8995. Its website is andersonfinancialpartners.com.","source":"Form ADV Part 1A, Item 1.F, filed 20 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}