Amanda Copeland
NBZ Investment Advisors · Knoxville, Tennessee
Amanda Copeland is a fee-only financial advisor at NBZ Investment Advisors in Knoxville, Tennessee. NBZ Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | NBZ Investment Advisors |
|---|---|
| Based in | Knoxville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $431.2M across 529 accounts |
| SEC registration | Investment adviser representative in TN · CRD 4024066 |
| Exams passed | Series 63 (2000) · Series 65 (2017) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.nbzinvest.com |
How Amanda's firm compares
- NBZ Investment Advisors's average account is about $815,000, from its Form ADV (assets managed divided by 529 accounts).
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Questions about Amanda
Is Amanda Copeland a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amanda holds no broker registration, and NBZ Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Amanda charge for financial advice?
Amanda's firm, NBZ Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Amanda Copeland based?
Amanda Copeland is based in Knoxville, Tennessee.
Is Amanda Copeland registered with the SEC?
Yes. Amanda Copeland is registered as an investment adviser representative in TN (CRD 4024066), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does NBZ Investment Advisors manage?
NBZ Investment Advisors reports $431.2M across 529 accounts in assets under management.
How do I contact Amanda Copeland?
Through Amanda's website, www.nbzinvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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