Amplify My Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
10
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
10
Average account size
$0
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
Financial planning
Educational seminars or workshops
Retirement plan advising
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
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 location
Amplify My Wealth
Boca Raton FL, United States
Number of offices
2
Most active in
Amplify My Wealth has reported serving >5 clients in these states in the last 12 months.
Florida
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 not active or affiliated with:
-
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
LinkedIn
Facebook
Instagram
YouTube
Website
561-866-2235
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