Amy Braun-Bostich
Braun-Bostich & Associates · Canonsburg, Pennsylvania
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.
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Specialties
Who they serve
- Physicians
- Retirees
- Pre-retirees
- High earners
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 |
| Assets under management | $249.6M across 972 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 1710451 |
| Exams passed | Series 63 (1990) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.braun-bostich.com |
| Profile |
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Questions about Amy
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.
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
- Braun-Bostich & Associates 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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