Amber Schiffert
TARA Wealth · Durham, North Carolina
Amber Schiffert is a fee-only financial advisor at TARA Wealth in Durham, North Carolina. Amber charges a percentage of assets and a flat fee or retainer (0.3%–0.75% a year of assets managed and a $1,000,000 asset minimum) and focuses on tax planning, estate & legacy planning and retirement planning.
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Specialties
Who they serve
- High earners
Facts
| Firm | TARA Wealth |
|---|---|
| Based in | Durham, North Carolina |
| Fee model | Percentage of assets · Flat fee or retainer |
| Fees (firm's website) | 0.3%–0.75% a year of assets managed · A $1,000,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $13.4M across 118 accounts |
| SEC registration | Investment adviser representative in CA, NC · CRD 6864671 |
| Exams passed | Series 63 (2018) · Series 65 (2020) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.tarawealth.com |
| Profile |
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Questions about Amber
Is Amber Schiffert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amber holds no broker registration, and TARA Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Amber charge for financial advice?
Amber charges a percentage of assets and a flat fee or retainer.
How much does Amber charge?
According to TARA Wealth's website, checked October 30, 2026: 0.3%–0.75% a year of assets managed; a $1,000,000 asset minimum.
Does Amber work with clients virtually?
Yes. TARA Wealth says on its website that it works with clients remotely.
Where is Amber Schiffert based?
Amber Schiffert is based in Durham, North Carolina.
What does Amber specialize in?
Amber's specialties include tax planning, estate & legacy planning, retirement planning, family wealth transfer and sustainable & impact investing. Amber works with high earners.
Is Amber Schiffert registered with the SEC?
Yes. Amber Schiffert is registered as an investment adviser representative in CA and NC (CRD 6864671), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TARA Wealth manage?
TARA Wealth reports $13.4M across 118 accounts in assets under management.
How do I contact Amber Schiffert?
Through Amber's website, www.tarawealth.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
- TARA Wealth 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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