# Amy Finley

> Amy Finley is a fee-only financial advisor at The MilWealth Group in Milwaukee, Wisconsin, who holds the CFP credential. The MilWealth Group reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** The MilWealth Group
- **Based in:** Milwaukee, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $496.9M across 822 accounts
- **Credentials:** CFP
- **CRD:** 4592276 (https://adviserinfo.sec.gov/individual/summary/4592276)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 65 (2001)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://milwealth.com

## Frequently asked questions

### Is Amy Finley a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Amy holds no broker registration, and The MilWealth Group 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, The MilWealth Group, reports charging a percentage of assets on its SEC Form ADV.

### Where is Amy Finley based?

Amy Finley is based in Milwaukee, Wisconsin.

### What credentials does Amy Finley hold?

Amy Finley holds the CFP credential.

### Is Amy Finley registered with the SEC?

Yes. Amy Finley is registered as an investment adviser representative in WI (CRD 4592276), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does The MilWealth Group manage?

The MilWealth Group reports $496.9M across 822 accounts in assets under management.

### How do I contact Amy Finley?

Through Amy's website, milwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4592276): 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://milwealth.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.