Edward Anderson
Twin Arbor Wealth Management · Saint Paul, Minnesota
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.
Request an introduction to Edward →
Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Twin Arbor Wealth Management |
|---|---|
| Based in | Saint Paul, Minnesota |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $6.3M across 10 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN · CRD 6712957 |
| Exams passed | Series 63 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | twinarborwealth.com |
Request an introduction to Edward
Tell Edward a little about what you're looking for. Edward 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 Edward
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Twin Arbor Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.