Amy T. Sharp, CFP, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$62,394,000
Clients
121
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
121
Very HighAverage account size
$515,653
About
The firm provides financial planning and portfolio management to individuals, businesses, pension and profit‑sharing plans, trusts, estates, and charitable organizations, serving about 121 clients and advising on roughly $62.4 million in assets under management. Services include an initial complimentary financial planning engagement, with clients able to transition to an ongoing wealth management retainer that combines planning and portfolio oversight.
The adviser constructs broadly diversified, actively managed portfolios—primarily using mutual funds, exchange‑traded funds and U.S. government securities—employing a systematic approach that emphasizes long‑term purchases, periodic rebalancing, and discretionary account management. Client input on risk tolerance, time horizon, and goals guides portfolio design, accounts are monitored continuously, and formal reviews occur at least annually with additional reviews triggered by material changes.
The firm publishes a monthly newsletter and offers educational articles and videos on its website, a service that is relatively uncommon among peers. Although the firm identifies as a fee‑based adviser, some advisory affiliates are independently licensed to sell insurance and may receive commissions on insurance products; the brochure discloses this potential conflict and notes clients are under no obligation to purchase insurance through the firm.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Expertise
Wealth management
Cash flow / budgeting
Fee options
$0 - $250,000: 1.10% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.85% $1,000,001+: 0.63%
Insurance commissions received by licensed insurance agents affiliated with the firm
Fee-only: Wealth Management Retainer fees based on tiered AUM schedule; $250/year for financial planning only services
Main office location
Amy T. Sharp, CFP, LLC
Valley Center CA, United States
Number of offices
1
Most active in
Amy T. Sharp, CFP, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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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