Amy King
Instar Financial Planning, LLC · Fallston, Maryland
Amy King is a fee-only financial advisor at Instar Financial Planning, LLC in Fallston, Maryland, who holds the CFP, CRPC and EA credentials. Amy charges a one-time planning fee (no asset minimum).
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Facts
| Firm | Instar Financial Planning, LLC |
|---|---|
| Based in | Fallston, Maryland |
| Fee model | One-time planning fee |
| Fees (firm's website) | No asset minimum |
| Assets under management | $101.9M across 1,228 accounts |
| Credentials | CFP · CRPC · EA |
| SEC registration | Investment adviser representative in FL, MD · CRD 7160782 |
| Exams passed | Series 66 (2019) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | instarfp.com |
| Profile |
How Amy's firm compares
- Instar Financial Planning, LLC's average account is about $83,000, from its Form ADV (assets managed divided by 1,228 accounts).
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Questions about Amy
Is Amy King a fee-only financial advisor?
Yes. Amy King is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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 charges a one-time planning fee.
How much does Amy charge?
According to Instar Financial Planning, LLC's website, checked October 28, 2026: no asset minimum.
Where is Amy King based?
Amy King is based in Fallston, Maryland.
What credentials does Amy King hold?
Amy King holds the CFP, CRPC and EA credentials.
Is Amy King registered with the SEC?
Yes. Amy King is registered as an investment adviser representative in FL and MD (CRD 7160782), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Instar Financial Planning, LLC manage?
Instar Financial Planning, LLC reports $101.9M across 1,228 accounts in assets under management.
How do I contact Amy King?
Through Amy's website, instarfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Maryland
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Instar Financial Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- 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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