Alissa Maizes
Amplify My Wealth · Boca Raton, Florida
Alissa Maizes is a fee-only financial advisor at Amplify My Wealth in Boca Raton, Florida, who holds the CFP and JD credentials. Alissa charges an ongoing planning fee and a one-time planning fee (ongoing planning from $3,996 a year and one-time plans from $5,400) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- High earners
- HENRY (High Earners, Not Rich Yet)
Facts
| Firm | Amplify My Wealth |
|---|---|
| Based in | Boca Raton, Florida |
| Fee model | Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $3,996 a year · One-time plans from $5,400 · No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Credentials | CFP · JD |
| SEC registration | Investment adviser representative in FL · CRD 7334230 |
| Exams passed | Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | amplifymywealth.com |
| Profile |
How Alissa's firm compares
- Ongoing planning starts at $3,996 a year, in line with the Florida median of $4,200 for fee-only firms that publish prices.
- A one-time plan starts at $5,400, above the Florida median of $2,500 for fee-only firms that publish prices.
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Questions about Alissa
Is Alissa Maizes a fee-only financial advisor?
Yes. Alissa Maizes is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Alissa's firm.
How does Alissa charge for financial advice?
Alissa charges an ongoing planning fee and a one-time planning fee.
How much does Alissa charge?
According to Amplify My Wealth's website, checked October 28, 2026: ongoing planning from $3,996 a year; one-time plans from $5,400; no asset minimum.
Does Alissa work with clients virtually?
Yes. Amplify My Wealth says on its website that it works with clients remotely.
Where is Alissa Maizes based?
Alissa Maizes is based in Boca Raton, Florida.
What does Alissa specialize in?
Alissa's specialties include retirement planning, tax planning and estate & legacy planning. Alissa works with high earners and HENRY (High Earners, Not Rich Yet).
What credentials does Alissa Maizes hold?
Alissa Maizes holds the CFP and JD credentials.
Is Alissa Maizes registered with the SEC?
Yes. Alissa Maizes is registered as an investment adviser representative in FL (CRD 7334230), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Alissa Maizes?
Through Alissa's website, amplifymywealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Amplify My Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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