Amity Raia
AdviceOne · Nampa, Idaho
Amity Raia is a fee-only financial advisor at AdviceOne in Nampa, Idaho. Amity focuses on retirement planning. AdviceOne reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
Facts
| Firm | AdviceOne |
|---|---|
| Based in | Nampa, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $2.05B across 4,781 accounts |
| SEC registration | Investment adviser representative in ID · CRD 7582213 |
| Exams passed | Series 65 (2023) |
| Firm size | 56 employees |
| Disclosures | None reported |
| Website | www.adviceoneretirement.com |
How Amity's firm compares
- AdviceOne's average account is about $428,000, from its Form ADV (assets managed divided by 4,781 accounts).
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Questions about Amity
Is Amity Raia a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amity holds no broker registration, and AdviceOne reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Amity charge for financial advice?
Amity's firm, AdviceOne, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Amity Raia based?
Amity Raia is based in Nampa, Idaho.
What does Amity specialize in?
Amity's specialties include retirement planning. Amity works with executives.
Is Amity Raia registered with the SEC?
Yes. Amity Raia is registered as an investment adviser representative in ID (CRD 7582213), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does AdviceOne manage?
AdviceOne reports $2.05B across 4,781 accounts in assets under management.
How do I contact Amity Raia?
Through Amity's website, www.adviceoneretirement.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
- AdviceOne 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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