Disclosures
Effective Date: January 1, 2024 · Last Updated: October 2, 2026
Important regulatory disclosures, risk information, and client relationship summaries required by our status as a registered investment adviser and licensed insurance agency.
Registered Investment Adviser Disclosure
Anchor Financial Group is a registered investment adviser with the Securities and Exchange Commission (SEC) or applicable state securities authorities. Registration does not imply a certain level of skill or training. The information on this website is provided for informational purposes only and should not be construed as investment advice.
Investment Risk Disclosures
All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. There is no guarantee that any investment strategy will be successful or that any specific investment return will be achieved. Investment values will fluctuate with market conditions, and you may receive more or less than your original investment when you sell. Diversification and asset allocation strategies do not ensure a profit or protect against loss in declining markets.
Insurance Products
Anchor Financial Group and its representatives are licensed to sell insurance products in the states in which they are licensed. Insurance products offered may include life insurance, annuities, health insurance, and long-term care insurance. Insurance products are not deposits, are not FDIC insured, are not insured by any federal government agency, and are not guaranteed by the bank or any of its affiliates. The value of variable insurance products may fluctuate and may be subject to market risk. Surrender charges and tax implications may apply to the early withdrawal of any annuity or insurance product. Clients should carefully consider the terms, conditions, fees, and risks associated with any insurance product before purchasing.
Tax & Legal Advice
Anchor Financial Group does not provide legal or tax advice. The information provided on this website is for general educational purposes only and does not constitute legal or tax advice. Tax laws are complex and subject to change. Please consult with a qualified tax attorney or CPA regarding your specific tax situation before implementing any financial strategies. Any discussion of taxes is for general educational purposes only.
Social Security Planning
Anchor Financial Group's Social Security optimization analysis is provided for informational and educational purposes. We are not affiliated with the Social Security Administration (SSA). Social Security benefit information is based on data provided by the client and is subject to change based on SSA rules and individual circumstances. Actual Social Security benefits may differ from projections. Clients should verify benefit estimates directly with the Social Security Administration.
Third-Party Information
Certain information on this website may be obtained from third-party sources that we believe to be reliable; however, we cannot guarantee the accuracy, timeliness, or completeness of such information. We disclaim any liability for errors or omissions in third-party content.
Form CRS (Client Relationship Summary)
As a registered investment adviser, Anchor Financial Group is required to provide clients and prospective clients with a Client Relationship Summary (Form CRS). This document describes the types of client relationships and services we offer, the fees and costs associated with those services, conflicts of interest, and our legal standard of conduct. Our current Form CRS is being finalized and will be posted to this page for direct download once complete. In the interim, a copy is available on request by contacting us at info@myanchorgroup.com or calling (918) 591-2880.
Compensation Disclosure
Anchor Financial Group may receive compensation from various sources, including advisory fees, insurance commissions, and referral arrangements. Specific compensation information is disclosed in our Form ADV Part 2A (Firm Brochure) and Form CRS. We are committed to disclosing all material conflicts of interest to our clients and to acting in our clients' best interests at all times.
Contact Our Compliance Department
For questions regarding these disclosures, to request Form CRS or Form ADV, or to report a compliance concern, please contact: Compliance Department Anchor Financial Group Email: info@myanchorgroup.com Phone: (918) 591-2880 Hours: Monday–Friday, 8:00 AM – 6:00 PM CT