# Amy McLandress

> Amy McLandress is a fee-only financial advisor at Private Wealth Consulting in Beverly Hills, Michigan. Private Wealth Consulting reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/amy-mclandress/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Private Wealth Consulting
- **Based in:** Beverly Hills, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $259.3M across 301 accounts
- **CRD:** 2640527 (https://adviserinfo.sec.gov/individual/summary/2640527)
- **SEC registration:** Investment adviser representative in MI
- **Exams passed:** Series 63 (1995), Series 65 (2014)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.privatewealthconsultingllc.com/

## Frequently asked questions

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

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

### Where is Amy McLandress based?

Amy McLandress is based in Beverly Hills, Michigan.

### Is Amy McLandress registered with the SEC?

Yes. Amy McLandress is registered as an investment adviser representative in MI (CRD 2640527), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Private Wealth Consulting manage?

Private Wealth Consulting reports $259.3M across 301 accounts in assets under management.

### How do I contact Amy McLandress?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2640527): 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
- The firm's website (https://www.privatewealthconsultingllc.com/): specialties, clients served, and fees, checked October 30, 2026

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