Amy Drinkard
Steadmont Advisors · Birmingham, Alabama
Amy Drinkard is a fee-only financial advisor at Steadmont Advisors in Birmingham, Alabama. Amy charges an ongoing planning fee (ongoing planning from $2,500 a year and typically works with clients with $500,000 or more) and focuses on retirement planning.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Steadmont Advisors |
|---|---|
| Based in | Birmingham, Alabama |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $2,500 a year · Typically works with clients with $500,000 or more |
| Accepting new clients | Yes |
| Assets under management | $430.7M across 1,249 accounts |
| SEC registration | Investment adviser representative in AL · CRD 4833611 |
| Exams passed | Series 66 (2020) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | steadmontadvisors.com |
| Profile |
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Questions about Amy
Is Amy Drinkard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amy holds no broker registration, and Steadmont Advisors 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 charges an ongoing planning fee.
How much does Amy charge?
According to Steadmont Advisors's website, checked October 30, 2026: ongoing planning from $2,500 a year; typically works with clients with $500,000 or more.
Where is Amy Drinkard based?
Amy Drinkard is based in Birmingham, Alabama.
What does Amy specialize in?
Amy's specialties include retirement planning. Amy works with ultra high net worth.
Is Amy Drinkard registered with the SEC?
Yes. Amy Drinkard is registered as an investment adviser representative in AL (CRD 4833611), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Steadmont Advisors manage?
Steadmont Advisors reports $430.7M across 1,249 accounts in assets under management.
How do I contact Amy Drinkard?
Through Amy's website, steadmontadvisors.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
- Steadmont Advisors 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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