# Concierge Financial Planning

Concierge Financial Planning is a RIA based in Margate City, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Margate City, United States
- **Assets under management:** Undisclosed
- **Website:** https://conciergefinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/annminnium

## Regulatory record

- **CRD number:** 151258
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/151258

## About

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.

## Sectors

- Wealth Management
- Financial Planning

## People

- Ann Minnium — Founder and Principal

## 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.

### Who leads Concierge Financial Planning?

No named principals, founders, or key executives are publicly associated with Concierge Financial Planning in available records. The firm's ownership and leadership structure remain undisclosed.

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Last updated: 2026-08-11T15:06:27.647Z

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