Anne Ward
Wisdom Wealth Management, LLC · Bloomington, Minnesota
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.
Request an introduction to Anne →
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 | $39.3M across 153 accounts |
| Credentials | CFP · CRPC |
| SEC registration | Investment adviser representative in MN · CRD 4172067 |
| Exams passed | Series 66 (2001) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | wisdomwm.com |
| Profile |
How Anne's firm compares
- Wisdom Wealth Management, LLC's average account is about $257,000, from its Form ADV (assets managed divided by 153 accounts).
Request an introduction to Anne
Tell Anne a little about what you're looking for. Anne isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Anne
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bloomington
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- 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.
See something wrong? Request a correction. Read our methodology.