Ankerstar Wealth is a Financial Planner in Leander, TX, located at 3835 Co Rd 175 #840. The firm provides fee-only financial planning and wealth management services to clients across the United States. Its services include retirement planning, education planning, investment planning, estate planning, tax planning, business planning, and insurance planning. The firm holds a 5.00 rating based on customer reviews.
Ankerstar Wealth was established in 2013 by Steven E. Ankerstar, originally operating under the name Afterburner Financial before rebranding in 2021. The firm was founded to address a need for affordable, professional investment management and financial planning. As fiduciaries, the team recommends strategies rather than specific products and does not push proprietary products. Investments are held by independent custodians to ensure security and transparency. The firm emphasizes a strategy-driven approach, utilizing advanced technology to manage and grow portfolios. It collaborates with clients' accountants, estate attorneys, and tax professionals to provide holistic advice. The team maintains long-term relationships to ensure consistent, personalized attention.
The leadership team includes CEO, CCO, and CIO Steven E. Ankerstar, who is a Certified Financial Planner and a retired U.S. Air Force officer and former stealth fighter pilot. He holds a Bachelor of Science in Industrial Engineering from Iowa State University and three Masters Degrees in Business, National Security, and Airpower Science. Other team members include Operations Manager Candice Licht, Lead Financial Advisor Corey Hinkle, Portfolio Manager Jaden Verrico, Resource Director Allison Ankerstar, Financial Advisors Joel Hanson, David Chisum, and Mike Younkman, and Client Services Associates Jack Peterson and Grayson Schirpik. The firm also works with external professionals such as Estate Lawyer Micky Barnard and CPA Michael Majefski. Marketing and social media are handled by Alexa Ankerstar.
The firm is known for its positive rating from the customers who have reviewed it, reflecting a reputation for providing a strong client experience from beginning to end. It prides itself on transparency, with no hidden fees and no fees to sign up or leave. The team holds Series 65 licenses with FINRA, and disclosure information is available through BrokerCheck. Ankerstar Wealth, LLC is a Registered Investment Advisor with the Securities and Exchange Commission.
Ankerstar Wealth combines its deep expertise in fiduciary financial planning with a disciplined, strategy-driven approach to help clients in Leander and nationwide achieve their financial goals.
Ankerstar Wealth is situated on Co Rd 175 in Leander, TX, about a fifth of a mile from Gardens At Mayfield Park and a third of a mile from the Cedar Rock Railroad station.
BizScoreAI gave the firm a perfect 100 out of 100 for Content Quality, which ensures the website clearly answers customer questions and provides content that AI assistants can quote directly. The business also earned an 86 out of 100 for Technical score, meaning the site is secure and easy for search engines to read without errors.
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