Amie Shapiro
Lula Financial · Oakland, California
Amie Shapiro is a fee-only financial advisor at Lula Financial in Oakland, California. Lula Financial reports charging a subscription and fixed fees on its Form ADV.
Request an introduction to Amie →
Facts
| Firm | Lula Financial |
|---|---|
| Based in | Oakland, California |
| Fee model (firm's Form ADV) | Subscription · Fixed fees |
| SEC registration | Investment adviser representative in CA · CRD 7261476 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
Request an introduction to Amie
Tell Amie a little about what you're looking for. Amie isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Amie
Is Amie Shapiro a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amie holds no broker registration, and Lula Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Amie charge for financial advice?
Amie's firm, Lula Financial, reports charging a subscription and fixed fees on its SEC Form ADV.
Where is Amie Shapiro based?
Amie Shapiro is based in Oakland, California.
Is Amie Shapiro registered with the SEC?
Yes. Amie Shapiro is registered as an investment adviser representative in CA (CRD 7261476), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Amie Shapiro?
Contact details aren't on file yet. Search for Lula Financial.
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.
See something wrong? Request a correction. Read our methodology.