AMA Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
AMA Financial Planning LLC provides fee-only financial planning and investment advice on an hourly or fixed-fee basis to individuals, couples, and families without a stated minimum, addressing cash flow and debt management, insurance review, retirement and tax planning, education funding, and estate considerations. The firm was founded in 2024 and operates as a small, project-based practice that typically delivers advice or a plan that concludes upon delivery rather than providing ongoing investment management.
The adviser’s investment recommendations emphasize strategic asset allocation using a core-and-satellite approach, generally favoring passive index funds and ETFs for core holdings and selective active managers as satellites, and the firm discusses a range of investment risks with clients. AMA does not provide discretionary portfolio management or trade client accounts; when ongoing management is desired it may refer clients to unaffiliated registered investment advisers after performing due diligence, and periodic reviews are initiated under separate engagements.
A notable feature is that the principal maintains an affiliated insurance brokerage and discloses receiving commissions on insurance products, a potential conflict the firm addresses through disclosure and its fiduciary obligation while allowing clients to obtain insurance elsewhere. The firm also departs from many independent peers by not using percentage-of-AUM fees and by serving a very small client base with short-term, as-needed engagements.
Client services
Expertise
Fee options
Flat fixed fees based on hourly rate; deposit of $250 required to begin work; fees due upon delivery of plan or advice
$250 per hour billed in 15-minute increments
Fee-only: Hourly rate of $250 per hour billed in 15-minute increments; flat fixed fees based on the hourly rate; typical project total cost less than $2,500
Main office
357 McCaslin Blvd, #200
Louisville CO 80027
Advisors at this office
1
Most active in
Colorado
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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