# Sharon Bloodworth

> Sharon Bloodworth is a fee-only financial advisor at White Oaks Wealth Advisors, Inc. in Minneapolis, Minnesota, who holds the CFP, CPA and PFS credentials. Sharon charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $20,000 a year and one-time plans from $7,500) and focuses on estate & legacy planning.

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

## Facts

- **Firm:** White Oaks Wealth Advisors, Inc.
- **Based in:** Minneapolis, Minnesota
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $20,000 a year; one-time plans from $7,500; 1% a year on the first tier of assets managed; a $2,000,000 asset minimum
- **Assets under management (firm):** $618.3M across 222 accounts
- **Credentials:** CFP, CPA, PFS
- **Specialties:** Estate & legacy planning
- **Works with:** Ultra high net worth
- **CRD:** 2756129 (https://adviserinfo.sec.gov/individual/summary/2756129)
- **SEC registration:** Investment adviser representative in FL, MN, TX
- **Exams passed:** Series 65 (1996), Series 63 (1996)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://whiteoakswealth.com

## Frequently asked questions

### Is Sharon Bloodworth a fee-only financial advisor?

Yes. Sharon Bloodworth is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Sharon's firm.

### How does Sharon charge for financial advice?

Sharon charges a percentage of assets, an ongoing planning fee and a one-time planning fee.

### How much does Sharon charge?

According to White Oaks Wealth Advisors, Inc.'s website, checked October 28, 2026: ongoing planning from $20,000 a year; one-time plans from $7,500; 1% a year on the first tier of assets managed; a $2,000,000 asset minimum.

### Where is Sharon Bloodworth based?

Sharon Bloodworth is based in Minneapolis, Minnesota.

### What does Sharon specialize in?

Sharon's specialties include estate & legacy planning. Sharon works with ultra high net worth.

### What credentials does Sharon Bloodworth hold?

Sharon Bloodworth holds the CFP, CPA and PFS credentials.

### Is Sharon Bloodworth registered with the SEC?

Yes. Sharon Bloodworth is registered as an investment adviser representative in FL, MN and TX (CRD 2756129), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does White Oaks Wealth Advisors, Inc. manage?

White Oaks Wealth Advisors, Inc. reports $618.3M across 222 accounts in assets under management.

### How do I contact Sharon Bloodworth?

Through Sharon's website, whiteoakswealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/363): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.whiteoakswealth.com/): specialties, clients served, and fees, checked October 28, 2026

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