# Amanda Wray

> Amanda Wray is a fee-only financial advisor at Next Up Wealth Advisors in Scottsdale, Arizona. Amanda focuses on retirement planning and estate & legacy planning. Next Up Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/amanda-wray/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Next Up Wealth Advisors
- **Based in:** Scottsdale, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $100.2M across 294 accounts
- **Specialties:** Retirement planning, Estate & legacy planning
- **Works with:** Founders
- **CRD:** 6957678 (https://adviserinfo.sec.gov/individual/summary/6957678)
- **SEC registration:** Investment adviser representative in AZ
- **Exams passed:** Series 65 (2018)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://nextupwealthadvisors.com

## Frequently asked questions

### Is Amanda Wray a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Amanda holds no broker registration, and Next Up Wealth 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, Next Up Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Amanda Wray based?

Amanda Wray is based in Scottsdale, Arizona.

### What does Amanda specialize in?

Amanda's specialties include retirement planning and estate & legacy planning. Amanda works with founders.

### Is Amanda Wray registered with the SEC?

Yes. Amanda Wray is registered as an investment adviser representative in AZ (CRD 6957678), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Next Up Wealth Advisors manage?

Next Up Wealth Advisors reports $100.2M across 294 accounts in assets under management.

### How do I contact Amanda Wray?

Through Amanda's website, nextupwealthadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6957678): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.nextupwealthadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.