A complete list of active advisors currently associated with AMA Financial Planning LLC
Warmer can help you find a great advisor at AMA Financial Planning LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at AMA Financial Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Louisville, CO
| 20
|
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