Amy Irvine
Irvine Wealth Planning Strategies, LLC · Jasper, New York
Amy Irvine is a fee-only financial advisor at Irvine Wealth Planning Strategies, LLC in Jasper, New York, who holds the CFP, EA and CDFA credentials. Irvine Wealth Planning Strategies, LLC reports charging fixed fees on its Form ADV.
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Facts
| Firm | Irvine Wealth Planning Strategies, LLC |
|---|---|
| Based in | Jasper, New York |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $157.0M across 776 accounts |
| Credentials | CFP · EA · CDFA |
| SEC registration | Investment adviser representative in FL, NY, TX · CRD 4868740 |
| Exams passed | Series 66 (2005) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | irvineadvise.com |
| Profile |
How Amy's firm compares
- Irvine Wealth Planning Strategies, LLC's average account is about $202,000, from its Form ADV (assets managed divided by 776 accounts).
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Questions about Amy
Is Amy Irvine a fee-only financial advisor?
Yes. Amy Irvine is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Amy's firm.
How does Amy charge for financial advice?
Amy's firm, Irvine Wealth Planning Strategies, LLC, reports charging fixed fees on its SEC Form ADV.
Where is Amy Irvine based?
Amy Irvine is based in Jasper, New York.
What credentials does Amy Irvine hold?
Amy Irvine holds the CFP, EA and CDFA credentials.
Is Amy Irvine registered with the SEC?
Yes. Amy Irvine is registered as an investment adviser representative in FL, NY and TX (CRD 4868740), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Irvine Wealth Planning Strategies, LLC manage?
Irvine Wealth Planning Strategies, LLC reports $157.0M across 776 accounts in assets under management.
How do I contact Amy Irvine?
Through Amy's website, irvineadvise.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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