# Anna Wolford

> Anna Wolford is a fee-only financial advisor at Wealth Intelligently Navigated in Spartanburg, South Carolina, who holds the CFP credential. Wealth Intelligently Navigated reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/anna-wolford/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Wealth Intelligently Navigated
- **Based in:** Spartanburg, South Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $532.9M across 1,552 accounts
- **Credentials:** CFP
- **CRD:** 7368855 (https://adviserinfo.sec.gov/individual/summary/7368855)
- **SEC registration:** Investment adviser representative in SC
- **Exams passed:** Series 65 (2021)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://winwealthadvisors.com/

## Frequently asked questions

### Is Anna Wolford a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Anna holds no broker registration, and Wealth Intelligently Navigated reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Anna charge for financial advice?

Anna's firm, Wealth Intelligently Navigated, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Anna Wolford based?

Anna Wolford is based in Spartanburg, South Carolina.

### What credentials does Anna Wolford hold?

Anna Wolford holds the CFP credential.

### Is Anna Wolford registered with the SEC?

Yes. Anna Wolford is registered as an investment adviser representative in SC (CRD 7368855), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wealth Intelligently Navigated manage?

Wealth Intelligently Navigated reports $532.9M across 1,552 accounts in assets under management.

### How do I contact Anna Wolford?

Through Anna's website, winwealthadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7368855): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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