Amy Delauter
Kooman & Associates · Altoona, Pennsylvania
Amy Delauter is a fee-only financial advisor at Kooman & Associates in Altoona, Pennsylvania. Amy focuses on retirement planning, estate & legacy planning and tax planning. Kooman & Associates reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Kooman & Associates |
|---|---|
| Based in | Altoona, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $555.6M across 1,596 accounts |
| SEC registration | Investment adviser representative in PA, TX · CRD 3233869 |
| Exams passed | Series 63 (1999) · Series 65 (1999) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.kooman.com |
How Amy's firm compares
- Kooman & Associates's average account is about $348,000, from its Form ADV (assets managed divided by 1,596 accounts).
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Questions about Amy
Is Amy Delauter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amy holds no broker registration, and Kooman & 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, Kooman & Associates, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Amy Delauter based?
Amy Delauter is based in Altoona, Pennsylvania.
What does Amy specialize in?
Amy's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer.
Is Amy Delauter registered with the SEC?
Yes. Amy Delauter is registered as an investment adviser representative in PA and TX (CRD 3233869), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kooman & Associates manage?
Kooman & Associates reports $555.6M across 1,596 accounts in assets under management.
How do I contact Amy Delauter?
Through Amy's website, www.kooman.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
- Kooman & 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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