Amy T. Sharp, CFP, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$62,394,000
Total clients
121
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
121
Average account size
$515,653
About
This firm provides comprehensive financial planning and discretionary portfolio management to individuals as well as businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. It manages approximately $57.8 million in client assets for roughly 123 clients and offers an initial complimentary planning engagement followed by optional retainer-based wealth management that integrates ongoing financial planning with portfolio oversight.
The firm’s investment approach emphasizes broadly diversified portfolios built primarily with mutual funds, exchange-traded funds and U.S. government securities, combined with periodic rebalancing and a mix of top-down macro, fundamental and fund-level analysis to establish and maintain asset allocation. Client relationships are collaborative and tailored to stated risk tolerance and time horizon, with continuous monitoring and formal reviews at least annually or more frequently as circumstances warrant.
Noteworthy distinctions include the firm’s public monthly newsletter and educational articles/videos, which are made available at no charge on its website — a service uncommon among peers. The firm’s advisors are also independently licensed to sell insurance and may receive commissions from such sales; that activity is disclosed as a potential conflict of interest and clients are under no obligation to purchase insurance through the firm.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Expertise
Wealth management
Passive / index investing
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 may be earned by licensed individuals but are separate from advisory fees
Fee-only: Annual financial planning only fee of $250.00 per year
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:
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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
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