Amy McLandress
Private Wealth Consulting · Beverly Hills, Michigan
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.
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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 |
| Assets under management | $259.3M across 301 accounts |
| SEC registration | Investment adviser representative in MI · CRD 2640527 |
| Exams passed | Series 63 (1995) · Series 65 (2014) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.privatewealthconsultingllc.com |
| Profile |
How Amy's firm compares
- Private Wealth Consulting's average account is about $862,000, from its Form ADV (assets managed divided by 301 accounts).
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Questions about Amy
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.
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
- Private Wealth Consulting website : specialties, clients served, and fees, checked October 30, 2026
- 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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