Ann Minnium
Concierge Financial Planning, LLC · Margate City, New Jersey
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
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 |
| SEC registration | Investment adviser representative in NJ · CRD 1526631 |
| Exams passed | Series 63 (1991) · Series 65 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | conciergefp.com |
How Ann's firm compares
- A one-time plan starts at $5,000, above the New Jersey median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $400, above the New Jersey median of $300 for fee-only firms that publish prices.
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Questions about Ann
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
Other advisors in New Jersey who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Concierge Financial Planning, LLC 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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