# Edward Anderson

> Edward Anderson is a fee-only financial advisor at Twin Arbor Wealth Management in Saint Paul, Minnesota, who holds the CFP credential. Edward charges an ongoing planning fee and focuses on retirement planning, tax planning and equity compensation.

Page: https://find.wellspent.co/advisors/edward-anderson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Twin Arbor Wealth Management
- **Based in:** Saint Paul, Minnesota
- **Fee model:** Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $6.3M across 10 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Equity compensation, Small business owners
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6712957 (https://adviserinfo.sec.gov/individual/summary/6712957)
- **SEC registration:** Investment adviser representative in MN
- **Exams passed:** Series 63 (2024)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://twinarborwealth.com

## Frequently asked questions

### Is Edward Anderson a fee-only financial advisor?

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

### How does Edward charge for financial advice?

Edward charges an ongoing planning fee.

### Where is Edward Anderson based?

Edward Anderson is based in Saint Paul, Minnesota.

### What does Edward specialize in?

Edward's specialties include retirement planning, tax planning, equity compensation and small business owners. Edward works with retirees and pre-retirees.

### What credentials does Edward Anderson hold?

Edward Anderson holds the CFP credential.

### Is Edward Anderson registered with the SEC?

Yes. Edward Anderson is registered as an investment adviser representative in MN (CRD 6712957), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Twin Arbor Wealth Management manage?

Twin Arbor Wealth Management reports $6.3M across 10 accounts in assets under management.

### How do I contact Edward Anderson?

Through Edward's website, twinarborwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6712957): 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
- The firm's website (https://www.twinarborwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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