# Anh Thu Tran

> Anh Thu Tran is a fee-only financial advisor at Women's Wealth in Tacoma, Washington, who holds the CFP and MBA credentials. Anh Thu charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $5,000 a year and one-time plans from $6,000).

Page: https://find.wellspent.co/advisors/anh-thu-tran/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Women's Wealth
- **Based in:** Tacoma, Washington
- **Fee model:** Flat fee or retainer; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $5,000 a year; one-time plans from $6,000
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP, MBA
- **Works with:** High earners
- **CRD:** 6724447 (https://adviserinfo.sec.gov/individual/summary/6724447)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 65 (2017)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://womenswealthllc.com

## Frequently asked questions

### Is Anh Thu Tran a fee-only financial advisor?

Yes. Anh Thu Tran is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Anh Thu's firm.

### How does Anh Thu charge for financial advice?

Anh Thu charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.

### How much does Anh Thu charge?

According to Women's Wealth's website, checked October 28, 2026: ongoing planning from $5,000 a year; one-time plans from $6,000.

### Where is Anh Thu Tran based?

Anh Thu Tran is based in Tacoma, Washington.

### What credentials does Anh Thu Tran hold?

Anh Thu Tran holds the CFP and MBA credentials.

### Is Anh Thu Tran registered with the SEC?

Yes. Anh Thu Tran is registered as an investment adviser representative in WA (CRD 6724447), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact Anh Thu Tran?

Through Anh Thu's website, womenswealthllc.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45859): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://womenswealthllc.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.