Amy Buck
Planpath Financial · Marquette, Michigan
Amy Buck is a fee-only financial advisor at Planpath Financial in Marquette, Michigan, who holds the CFP and EA credentials. Planpath Financial reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Planpath Financial |
|---|---|
| Based in | Marquette, Michigan |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $1.3M across 12 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in MI · CRD 6976894 |
| Exams passed | Series 66 (2019) · Series 63 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Profile |
How Amy's firm compares
- Planpath Financial's average account is about $105,000, from its Form ADV (assets managed divided by 12 accounts).
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Questions about Amy
Is Amy Buck a fee-only financial advisor?
Yes. Amy Buck is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Amy's firm.
How does Amy charge for financial advice?
Amy's firm, Planpath Financial, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Amy Buck based?
Amy Buck is based in Marquette, Michigan.
What credentials does Amy Buck hold?
Amy Buck holds the CFP and EA credentials.
Is Amy Buck registered with the SEC?
Yes. Amy Buck is registered as an investment adviser representative in MI (CRD 6976894), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Planpath Financial manage?
Planpath Financial reports $1.3M across 12 accounts in assets under management.
How do I contact Amy Buck?
Contact details aren't on file yet. Search for Planpath Financial.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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