Advisor at Concierge Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Concierge Financial Planning, LLC
Location
Margate City, NJ
Credentials
CFP®, Series 63, Series 65
Industry experience
16 years
Ann Minnium is a CFP®-certified financial advisor with 16 years of industry experience. She has been the sole advisor at Concierge Financial Planning, LLC since 2009 and previously worked with the Athena Investment Club and Wardlaw-Hartridge School. Concierge Financial Planning, LLC is an independent, fee-only firm serving individuals—particularly those age 50 and older or nearing retirement—as well as trusts, small businesses, and charitable organizations. The firm provides customized financial planning and investment consultation through time-limited engagements, emphasizing long-term, buy-and-hold investment strategies using low-cost, tax-efficient funds. It offers educational workshops on financial topics, typically at no cost to participants.
Based on Concierge Financial Planning, LLC
Based on Concierge Financial Planning, LLC
Fixed fees typically range from $4,000 to $6,000
$400 per hour
Fee-only: Hourly rate of $400 billed in six-minute increments; Fixed fees typically range from $4,000 to $6,000
Margate City, NJ
New Jersey
Concierge Financial Planning, LLC
2009 - Present (17 years)
Athena Investment Club
2009 - 2020 (11 years)
Wardlaw-Hartridge School
2000 - 2018 (18 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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