Wayne Trana
Blue Anchor Wealth Advisors · Hutchinson, Minnesota
Wayne Trana is a fee-only financial advisor at Blue Anchor Wealth Advisors in Hutchinson, Minnesota. Wayne focuses on retirement planning, divorce financial planning and tax planning. Blue Anchor Wealth Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Divorced individuals
Facts
| Firm | Blue Anchor Wealth Advisors |
|---|---|
| Based in | Hutchinson, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $144.2M across 302 accounts |
| SEC registration | Investment adviser representative in AK, WA · CRD 7956399 |
| Exams passed | Series 65 (2023) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.blueanchorwealth.com |
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Questions about Wayne
Is Wayne Trana a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wayne holds no broker registration, and Blue Anchor Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Wayne charge for financial advice?
Wayne's firm, Blue Anchor Wealth Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Wayne Trana based?
Wayne Trana is based in Hutchinson, Minnesota.
What does Wayne specialize in?
Wayne's specialties include retirement planning, divorce financial planning and tax planning. Wayne works with retirees, pre-retirees and divorced individuals.
Is Wayne Trana registered with the SEC?
Yes. Wayne Trana is registered as an investment adviser representative in AK and WA (CRD 7956399), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blue Anchor Wealth Advisors manage?
Blue Anchor Wealth Advisors reports $144.2M across 302 accounts in assets under management.
How do I contact Wayne Trana?
Through Wayne's website, www.blueanchorwealth.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
- Blue Anchor Wealth Advisors 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.
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