# Amy Amorosso

> Amy Amorosso is a fee-only financial advisor at Ball Wealth Management in Dawsonville, Georgia, who holds the CFP credential. Amy focuses on retirement planning, estate & legacy planning and tax planning. Ball Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Ball Wealth Management
- **Based in:** Dawsonville, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $86.3M across 171 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Divorce financial planning, Small business owners
- **CRD:** 5405239 (https://adviserinfo.sec.gov/individual/summary/5405239)
- **SEC registration:** Investment adviser representative in FL, GA
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.ballwealthmgt.com

## Frequently asked questions

### Is Amy Amorosso a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Amy holds no broker registration, and Ball Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Amy charge for financial advice?

Amy's firm, Ball Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Amy Amorosso based?

Amy Amorosso is based in Dawsonville, Georgia.

### What does Amy specialize in?

Amy's specialties include retirement planning, estate & legacy planning, tax planning, divorce financial planning and small business owners.

### What credentials does Amy Amorosso hold?

Amy Amorosso holds the CFP credential.

### Is Amy Amorosso registered with the SEC?

Yes. Amy Amorosso is registered as an investment adviser representative in FL and GA (CRD 5405239), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ball Wealth Management manage?

Ball Wealth Management reports $86.3M across 171 accounts in assets under management.

### How do I contact Amy Amorosso?

Through Amy's website, www.ballwealthmgt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5405239): 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://ballwealthmgt.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.