Advisor at Arbor Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Arbor Private Wealth, LLC
Location
Ashburn, VA 20147
Credentials
Series 65
Industry experience
3 years
Amy Showalter is a Series 65-licensed financial advisor with Arbor Private Wealth, LLC, where she has worked since 2022. She has three years of industry experience and previously was involved with the Northern Virginia Volleyball Association and Ashburn CrossFit. Outside of her advisory role, she has experience as a homemaker. Arbor Private Wealth serves individuals, trusts, estates, charitable organizations, and business entities, offering financial planning, consulting, and investment management to both high-net-worth and non-HNW clients. The firm provides tailored portfolios through ongoing planning and manages assets using mutual funds, ETFs, individual securities, and independent managers, with a focus that includes both discretionary and non-discretionary accounts as well as an institutional retirement-plan practice.
Based on Arbor Private Wealth, LLC
Based on Arbor Private Wealth, LLC
Fixed project-based fees for financial planning, consulting, and retirement plan consulting services; fees range from $500 to $7,500 and are negotiable.
0.375% to 1.25% annually (tiered based on size and composition of portfolio, services rendered, and service provider)
Certain supervised persons offer insurance products on a commission basis under separate arrangement.
Fee-only: Fixed fees for financial planning and consulting ranging from $500 to $7,500, negotiable based on scope and complexity.
44679 Endicott Drive, Suite 300
Ashburn, VA 20147
Virginia
Arbor Private Wealth, LLC
2022 - Present (4 years)
Northern Virginia Volleyball Association
2020 - 2022 (2 years)
Ashburn CrossFit
2015 - 2020 (5 years)
Homemaker
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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