Amplify My Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Amplify My Wealth provides fee-only financial planning to individuals, entrepreneurs, and small businesses, addressing areas such as retirement planning, estate planning, tax-aware strategies, insurance reviews, college savings, and business planning. The firm also offers educational seminars and speaking engagements and does not sell insurance or accept commissions, presenting itself as a fiduciary advisor in its planning work.
When investment analysis is part of an engagement, the firm generally favors passive, low-cost asset-class approaches—typically recommending index mutual funds or ETFs—and uses fundamental, technical, cyclical, and charting analysis to inform recommendations. Services are delivered as one-off projects, ongoing holistic planning engagements, or hourly consultations with scheduled plan reviews; the firm does not provide discretionary portfolio management or custody of client assets.
The firm is notable among its peers for the principal’s legal background—a juris doctor and New York attorney who is not actively practicing—alongside a commitment to pro bono nonprofit work and public educational programs. It reports no assets under management, does not charge percentage-of-AUM or performance-based advisory fees, and emphasizes fee-only financial planning rather than acting as an investment manager.
Client services
Expertise
Fee options
Fixed fee for Financial Planning projects ranging from $200 to $3,600 (negotiable). Also, upfront fee $250 - $2,500 for Holistic Financial Planning.
$250 per hour for Financial Planning services.
Fee-only: Financial Planning Fixed Fee: $200 to $3,600 (negotiable); Holistic Financial Planning ongoing fee: $100 - $500 per month ($300 - $1,500 per quarter) plus upfront charge $250 - $2,500; Hourly Fee: $250 per hour; Educational Seminars: Free to $540 per seminar or free to $360 per participant.
Main office
Boca Raton FL, United States
Offices (1)
Most active in
Florida
Also doing business as
Amplify My Wealth · Amplify My Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Quick links
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