Amy T. Sharp, CFP, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Valley Center CA
Advisors at this office
1
Most active in
California
Also doing business as
Amy T. Sharp, Cfp, LLC · Sharp, Amy T.
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:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)