# Ann Minnium

> Ann Minnium is a fee-only financial advisor at Concierge Financial Planning, LLC in Margate City, New Jersey, who holds the CFP credential. Ann charges hourly fees and a one-time planning fee (one-time plans from $5,000 and $400 an hour) and focuses on retirement planning, tax planning and pension planning.

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

## Facts

- **Firm:** Concierge Financial Planning, LLC
- **Based in:** Margate City, New Jersey
- **Fee model:** Hourly; One-time planning fee
- **Fees (firm's website):** one-time plans from $5,000; $400 an hour; no asset minimum
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Pension planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 1526631 (https://adviserinfo.sec.gov/individual/summary/1526631)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 63 (1991), Series 65 (2009)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://conciergefp.com

## Frequently asked questions

### Is Ann Minnium a fee-only financial advisor?

Yes. Ann Minnium is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Ann's firm.

### How does Ann charge for financial advice?

Ann charges hourly fees and a one-time planning fee.

### How much does Ann charge?

According to Concierge Financial Planning, LLC's website, checked October 28, 2026: one-time plans from $5,000; $400 an hour; no asset minimum.

### Where is Ann Minnium based?

Ann Minnium is based in Margate City, New Jersey.

### What does Ann specialize in?

Ann's specialties include retirement planning, tax planning and pension planning. Ann works with pre-retirees and retirees.

### What credentials does Ann Minnium hold?

Ann Minnium holds the CFP credential.

### Is Ann Minnium registered with the SEC?

Yes. Ann Minnium is registered as an investment adviser representative in NJ (CRD 1526631), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact Ann Minnium?

Through Ann's website, conciergefp.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/6466): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.conciergefinancialplanning.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.