# Amy Marietta

> Amy Marietta is a fee-only financial advisor at Avise Financial in Los Angeles, California, who holds the CFP credential. Avise Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/amy-marietta/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Avise Financial
- **Based in:** Los Angeles, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $169.4M across 505 accounts
- **Credentials:** CFP
- **CRD:** 8027339 (https://adviserinfo.sec.gov/individual/summary/8027339)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2025)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.equalisfinancial.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Amy holds no broker registration, and Avise Financial 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, Avise Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Amy Marietta based?

Amy Marietta is based in Los Angeles, California.

### What credentials does Amy Marietta hold?

Amy Marietta holds the CFP credential.

### Is Amy Marietta registered with the SEC?

Yes. Amy Marietta is registered as an investment adviser representative in CA (CRD 8027339), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Avise Financial manage?

Avise Financial reports $169.4M across 505 accounts in assets under management.

### How do I contact Amy Marietta?

Through Amy's website, www.equalisfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8027339): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.