Amy Marietta
Avise Financial · Los Angeles, California
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.
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Facts
| Firm | Avise Financial |
|---|---|
| Based in | Los Angeles, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $169.4M across 505 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 8027339 |
| Exams passed | Series 65 (2025) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.equalisfinancial.com |
How Amy's firm compares
- Avise Financial's average account is about $336,000, from its Form ADV (assets managed divided by 505 accounts).
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Questions about Amy
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.
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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