Amanda Wray
Next Up Wealth Advisors · Scottsdale, Arizona
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.
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Specialties
Who they serve
- Founders
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 |
| Assets under management | $100.2M across 294 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 6957678 |
| Exams passed | Series 65 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | nextupwealthadvisors.com |
| Profile |
How Amanda's firm compares
- Next Up Wealth Advisors's average account is about $341,000, from its Form ADV (assets managed divided by 294 accounts).
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Questions about Amanda
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.
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
- Next Up Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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