Concierge Financial Planning, LLC

Concierge Financial Planning, LLC (CRD# 151258) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Concierge Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Ann L. Minnium
CRD#: 1526631
Scotch Plains, NJ
96
Wealthminder
score

Ann Minnium (CRD# 1526631) is an Investment Advisor Representative working at Concierge Financial Planning, LLC in Scotch Plains, NJ and has over 25 years of experience in the finance industry. Ann Minnium has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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