Ann Minnium is a CFP-designated registered investment advisor at Concierge Financial Planning, LLC, based in Margate City, NJ, with 16 years of industry experience. Ann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 29 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Concierge Financial Planning does not manage client investment portfolios or complete trades for clients. They provide investment consultation services, offering information on investment vehicles, employee retirement plans, investment analysis, asset selection, and portfolio design. They assist clients with their investment accounts maintained at their broker/dealer or custodian.
Contact
Ann Minnium
Location
Margate City, NJ
Get directionsHistory
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 →Employment History
Current Registrations
Concierge Financial Planning, LLC
State Registrations1 state
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
Additional Information
Ann Minnium, CFP® RICP® is the founder and Principal of Concierge Financial Planning, LLC. She provides as needed financial and retirement planning advice and comprehensive financial plans to people from all walks of life. As an outreach to the community, Ann also offers complimentary financial planning seminars on a variety of topics.The foundation of Ann’s Financial Planning expertise is built from two powerful and distinct experiences, the combination of which provides a uniquely strong base to help people make smart personal financial decisions.Ann started the first chapter of her professional career swimming with the sharks on Wall Street, working first at JP Morgan where she built on her Williams College education via the intense Morgan Finance Program training. She later moved to Bankers Trust Company and was involved in the birth of the Financial Derivatives market. She ended this phase of her professional career at what is today Deutsche Bank Hong Kong adding an international dimension to her experience base.In the second chapter of Ann’s professional history, coincident with the early years of her three children, Ann worked to apply her skills to the non-profit world on a pro bono basis. In many ways, this challenge matched that of Wall Street as the funds are more limited and the consequent need to efficiently save and deploy them is intense.In founding Concierge Financial Planning, Ann is marrying skills learned in the first two chapters of her professional life: Wall Street sophistication with a Main