# Anne Ward

> Anne Ward is a fee-only financial advisor at Wisdom Wealth Management, LLC in Bloomington, Minnesota, who holds the CFP and CRPC credentials. Wisdom Wealth Management, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Wisdom Wealth Management, LLC
- **Based in:** Bloomington, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $39.3M across 153 accounts
- **Credentials:** CFP, CRPC
- **CRD:** 4172067 (https://adviserinfo.sec.gov/individual/summary/4172067)
- **SEC registration:** Investment adviser representative in MN
- **Exams passed:** Series 66 (2001)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://wisdomwm.com

## Frequently asked questions

### Is Anne Ward a fee-only financial advisor?

Yes. Anne Ward is listed in 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 Anne's firm.

### How does Anne charge for financial advice?

Anne's firm, Wisdom Wealth Management, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Anne Ward based?

Anne Ward is based in Bloomington, Minnesota.

### What credentials does Anne Ward hold?

Anne Ward holds the CFP and CRPC credentials.

### Is Anne Ward registered with the SEC?

Yes. Anne Ward is registered as an investment adviser representative in MN (CRD 4172067), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Wisdom Wealth Management, LLC manage?

Wisdom Wealth Management, LLC reports $39.3M across 153 accounts in assets under management.

### How do I contact Anne Ward?

Through Anne's website, wisdomwm.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/anne-ward-35078): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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