Anh Thu Tran
Women's Wealth · Tacoma, Washington
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).
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Who they serve
- High earners
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 |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in WA · CRD 6724447 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | womenswealthllc.com |
| Profile |
How Anh Thu's firm compares
- Ongoing planning starts at $5,000 a year, above the Washington median of $4,500 for fee-only firms that publish prices.
- A one-time plan starts at $6,000, above the Washington median of $3,000 for fee-only firms that publish prices.
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Questions about Anh Thu
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Tacoma
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Women's Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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