A
AMA Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
10
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$0
About
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.
Client services
Financial planning
Expertise
Cash flow / budgeting
Debt management
Social Security optimization
Roth conversion strategy
Fee options
Flat fixed fees based on hourly rate; deposit of $250 required to begin work; fees due upon delivery of plan or advice
$250 per hour billed in 15-minute increments
Fee-only: Hourly rate of $250 per hour billed in 15-minute increments; flat fixed fees based on the hourly rate; typical project total cost less than $2,500
Main office location
AMA Financial Planning LLC
357 Mccaslin Blvd, #200
Louisville CO 80027, United States
Number of offices
2
Most active in
AMA Financial Planning LLC has reported serving >5 clients in these states in the last 12 months.
Colorado
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.
-
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.
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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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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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