Amy Amorosso
Ball Wealth Management · Dawsonville, Georgia
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.
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Specialties
Facts
| Firm | Ball Wealth Management |
|---|---|
| Based in | Dawsonville, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $86.3M across 171 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, GA · CRD 5405239 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.ballwealthmgt.com |
How Amy's firm compares
- Ball Wealth Management's average account is about $504,000, from its Form ADV (assets managed divided by 171 accounts).
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Questions about Amy
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.
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
- Ball Wealth Management 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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