Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Amy F
Series 63, Series 65
Waco, TX
Investments Plus LLC
Amy Fields is the sole advisor at Investments Plus LLC in Waco, Texas, with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Disciplined Investors, L.L.C. from 2016 to 2019. Outside of her advisory role, she manages a rental property business. Investments Plus LLC provides discretionary portfolio management and pension consulting to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans. The firm emphasizes asset allocation and regular portfolio monitoring using a combination of fundamental analysis, modern portfolio theory, and technical analysis.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters