Sharon Bloodworth
White Oaks Wealth Advisors, Inc. · Minneapolis, Minnesota
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.
Request an introduction to Sharon →
Specialties
Who they serve
- Ultra high net worth
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 | $618.3M across 222 accounts |
| Credentials | CFP · CPA · PFS |
| SEC registration | Investment adviser representative in FL, MN, TX · CRD 2756129 |
| Exams passed | Series 65 (1996) · Series 63 (1996) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | whiteoakswealth.com |
| Profile |
How Sharon's firm compares
- Ongoing planning starts at $20,000 a year, above the Minnesota median of $2,100 for fee-only firms that publish prices.
- A one-time plan starts at $7,500, above the Minnesota median of $1,200 for fee-only firms that publish prices.
- White Oaks Wealth Advisors, Inc.'s average account is about $2.8 million, from its Form ADV (assets managed divided by 222 accounts).
Request an introduction to Sharon
Tell Sharon a little about what you're looking for. Sharon 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 Sharon
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minneapolis
Other advisors in Minnesota who focus on estate & legacy planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- White Oaks Wealth Advisors, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- 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.