Anh Tran is a CFP-designated registered investment advisor at Women's Wealth, based in Tacoma, WA, with 8 years of industry experience. Anh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Women's Wealth offers an annual updated comprehensive financial plan for clients who have completed an initial plan. This ongoing support includes an updated plan, semi-annual communication with key to-dos, and covers areas like goals, cash flow, risk management, and retirement planning. The fee is $3,500 for individuals and $5,000 for couples.
- Initial Comprehensive Financial Plan — $5,000 for individuals and $7,000 for couples. This plan covers goals assessment, cash flow and budgeting, debt management, risk management, education planning, investment consultation, employee benefits, retirement planning, tax planning, and estate planning.
- Comprehensive Financial Plan (redo) — $5,000 for individuals and $7,000 for couples. This is for clients who had an initial plan but opted out of the annual updated plan for more than 2 years.
Contact
Anh Tran
Location
Tacoma, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Women's Wealth
Previous Registrations
Bhj Wealth Advisors
State Registrations1 state
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Exams
Additional Information
Professional Certification:CFP®