Anne Ward is a CFP-designated registered investment advisor at Wisdom Wealth Management, based in Bloomington, MN, with 16 years of industry experience. Anne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 14 clients with $32M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Minimum monthly fee of $625. Accounts less than $50,000 in client households less than $250,000 may be subject to a $4.50 monthly fee. Fees may be negotiable.
Fee Estimator
Contact
Anne Ward
Location
3800 American Blvd. West, Suite 920, Bloomington, MN, 55431
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Wisdom Wealth Management
Previous Registrations
Dynamic Wealth Advisors
Laurel Wealth Planning
Allodium Investment Consultants, LLC
Focus Financial Network, INC.
American Express Financial Advisors, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Anne Ward is the Founder and Principal Wealth Manager of Wisdom Wealth Management, LLC, bringing over 20 years of financial services experience to her clients. Her Her career spans executive leadership roles, team management, and a steadfast commitment to delivering personalized, client-focused advice. With a passion for aligning wealth with purpose, Anne partners with clients to create financial strategies that foster abundance, meaningful impact, and lasting legacies.Anne’s dedication to excellence is reflected in her extensive education and credentials. After graduating with honors with a degree in Finance (emphasizing Investments) and minors in Accounting and Spanish, she earned a Master of Science in Personal Financial Planning. She has earned the Accredited Investment Fiduciary® (AIF), Certified Financial Planner® (CFP), Chartered Retirement Planning Counselor® (CRPC), and Master Planner Advanced Studies® (MPAS) designations.