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Concierge Financial Planning
Concierge Financial Planning is an independent, Fee-Only financial planning and Registered Investment Advisory firm located in Margate City, New Jersey.
Overview
Concierge Financial Planning is an independent, Fee-Only financial planning and Registered Investment Advisory firm located in Margate City, New Jersey. It provides hourly, as-needed financial and retirement planning to individuals age 50 and over, regardless of net worth, income, or investable assets. As a Fee-Only advisor, the firm works solely for its clients and does not receive commissions.
General information
Firm type
RIA
Location
Country
United States
City
Margate City
Principals
Ann Minnium
Founder and Principal
Sector focus
Frequently asked questions
What services does Concierge Financial Planning provide?
Concierge Financial Planning provides personalized financial planning and investment management as a registered investment advisor. Specific service offerings, such as retirement planning, tax strategy, or estate planning, are not publicly detailed. Clients interested in exact scope should contact the firm directly.
Is Concierge Financial Planning a fiduciary?
As a registered investment advisor (RIA), Concierge Financial Planning is held to a fiduciary standard under the Investment Advisers Act of 1940. This legally requires the firm to act in clients' best interests when providing investment advice. No regulatory actions or disclosures are recorded against it.
What is the minimum investment required to work with Concierge Financial Planning?
Minimum account sizes or retainer requirements are not publicly disclosed. Many RIAs set minimums based on the complexity of services required. Prospective clients should inquire directly about fee structures and minimum thresholds.
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