Amy Finley
The MilWealth Group · Milwaukee, Wisconsin
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.
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Facts
| Firm | The MilWealth Group |
|---|---|
| Based in | Milwaukee, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $496.9M across 822 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WI · CRD 4592276 |
| Exams passed | Series 65 (2001) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | milwealth.com |
How Amy's firm compares
- The MilWealth Group's average account is about $605,000, from its Form ADV (assets managed divided by 822 accounts).
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Questions about Amy
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.
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
- The MilWealth Group 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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