Amy Gausz
Portfolio Design Services · Orlando, Florida
Amy Gausz is a fee-only financial advisor at Portfolio Design Services in Orlando, Florida. Portfolio Design Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Portfolio Design Services |
|---|---|
| Based in | Orlando, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $159.8M across 530 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 8332175 |
| Exams passed | Series 65 (2026) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.pdsadvisers.com |
How Amy's firm compares
- Portfolio Design Services's average account is about $302,000, from its Form ADV (assets managed divided by 530 accounts).
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Questions about Amy
Is Amy Gausz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amy holds no broker registration, and Portfolio Design Services 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, Portfolio Design Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Amy Gausz based?
Amy Gausz is based in Orlando, Florida.
Is Amy Gausz registered with the SEC?
Yes. Amy Gausz is registered as an investment adviser representative in FL and TX (CRD 8332175), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Portfolio Design Services manage?
Portfolio Design Services reports $159.8M across 530 accounts in assets under management.
How do I contact Amy Gausz?
Through Amy's website, www.pdsadvisers.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
- 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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