Women’s Wealth is a registered investment advisor founded in 2019 and led by Anh Thu Tran, specializing in comprehensive financial planning for individuals, particularly white-collar professionals, high-income earners, and multimillionaires. The firm focuses on helping clients achieve financial flexibility and independence through personalized planning. Women’s Wealth offers fixed-fee financial planning packages that cover cash flow and budgeting, debt management, risk management, education planning, investment consultation, employee benefits, retirement planning, tax planning review, and estate planning and charitable giving assessment. The firm does not manage investment portfolios directly or exercise trading authority over client accounts, instead operating strictly as an advice-and-planning practice. Clients retain full control and execute their own trades through custodians of their choice.
Fee Structure
Women’s Wealth offers ongoing annual financial planning support called the Updated Comprehensive Financial Plan ("Stay on Track"), which is available only to clients who have previously completed an initial comprehensive financial plan with the firm.
- For individuals — $5,000 per year
- For couples — $7,000 per year
This ongoing service includes a 2-hour recommendation Zoom meeting for individuals (3 hours for couples), an updated detailed financial plan with a step-by-step guide, and semi-annual communications containing action items, due dates, and useful links. Clients who skip the annual update for more than two years are required to redo the initial planning package.
- Initial comprehensive financial plan ("Get on Track") for individuals — $6,000, covering a 2-hour Zoom meeting and a detailed PDF plan with step-by-step guidance
- Initial comprehensive financial plan ("Get on Track") for couples — $8,500, covering a 3-hour Zoom meeting and a detailed PDF plan with step-by-step guidance
