# Amy Braun-Bostich

> Amy Braun-Bostich is a fee-only financial advisor at Braun-Bostich & Associates in Canonsburg, Pennsylvania, who holds the CFP credential. Amy focuses on physicians & residents, retirement planning and estate & legacy planning. Braun-Bostich & Associates reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Braun-Bostich & Associates
- **Based in:** Canonsburg, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Fees (firm's website):** a $1,000,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $249.6M across 972 accounts
- **Credentials:** CFP
- **Specialties:** Physicians & residents, Retirement planning, Estate & legacy planning, Tax planning, Divorce financial planning, Pension planning
- **Works with:** Physicians, Retirees, Pre-retirees, High earners
- **CRD:** 1710451 (https://adviserinfo.sec.gov/individual/summary/1710451)
- **SEC registration:** Investment adviser representative in PA, TX
- **Exams passed:** Series 63 (1990)
- **Firm size:** 7 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.braun-bostich.com

## Frequently asked questions

### Is Amy Braun-Bostich a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Amy holds no broker registration, and Braun-Bostich & Associates 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, Braun-Bostich & Associates, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### How much does Amy charge?

According to Braun-Bostich & Associates's website, checked October 30, 2026: a $1,000,000 asset minimum.

### Where is Amy Braun-Bostich based?

Amy Braun-Bostich is based in Canonsburg, Pennsylvania.

### What does Amy specialize in?

Amy's specialties include physicians & residents, retirement planning, estate & legacy planning, tax planning, divorce financial planning and pension planning. Amy works with physicians, retirees, pre-retirees and high earners.

### What credentials does Amy Braun-Bostich hold?

Amy Braun-Bostich holds the CFP credential.

### Is Amy Braun-Bostich registered with the SEC?

Yes. Amy Braun-Bostich is registered as an investment adviser representative in PA and TX (CRD 1710451), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Braun-Bostich & Associates manage?

Braun-Bostich & Associates reports $249.6M across 972 accounts in assets under management.

### How do I contact Amy Braun-Bostich?

Through Amy's website, www.braun-bostich.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1710451): 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://braun-bostich.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.