Joshua Joiner is a registered investment advisor at Anchor & Oak Wealth Advisors, LLC, based in Tampa, FL, with 16 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range from 0.5% to 2.00% depending on portfolio size, complexity, and administrative needs. Fees are negotiable.
Fee Estimator
Location
Tampa, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Joshua owns Ax House, LLC, an entertainment company unrelated to finance or investing. He dedicates about half his time to this venture, working evenings and weekends.
Employment History
Current Registrations
Anchor & Oak Wealth Advisors, LLC
Previous Registrations
Global Investment Advisory
Vere Global Wealth Management
MML Investors Services, LLC
Ameriprise Financial Services, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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