Amy Rosenow
Advice-only planning and financial education for women, families and entrepreneurs, from a former investment firm COO and angel investor.
Bold Vision Financial · Chicago, Illinois
Amy Rosenow is a fee-only financial advisor at Bold Vision Financial in Chicago, Illinois, who holds the CFP and CFA credentials. Amy charges a one-time planning fee and hourly fees (one-time plans from $2,750 and $385 an hour) and focuses on retirement planning, tax planning and small business owners.
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Specialties
Who they serve
- High earners
- Pre-retirees
- Retirees
- Founders
- Mid-life transitions
- Divorced individuals
About
Amy Rosenow founded Bold Vision Financial, formerly Fearless Financial, an advice-only planning and education firm for women, families and entrepreneurs. She wants to learn how each client defines wealth and help them build enough to support their own vision of life, with more flexibility and protection for the people they love.
Amy began her career on Wall Street at Morgan Stanley, JP Morgan and Bear Stearns, then spent more than a decade as Partner, COO and Chief Compliance Officer of Sheffield Asset Management in Chicago. She later founded Jugl LLC, a software company for working parents, and consulted for start-ups and small businesses. She also co-founded the Josephine Collective, a women-led angel investing group, and serves as its CFO.
A Cornell graduate, Amy lives in Chicago with her husband, two daughters and two rescued Labrador retrievers, and is active in community and nonprofit work.
Facts
| Firm | Bold Vision Financial |
|---|---|
| Based in | Chicago, Illinois |
| Fee model | One-time planning fee · Hourly |
| Fees (firm's website) | One-time plans from $2,750 · $385 an hour |
| Fees (Advice-Only Network profile) | One-time plans from $2,750 · From $385 an hour |
| Works virtually | Yes, and meets in person |
| Accepting new clients | Yes |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA, IL, TX · CRD 2693477 |
| Exams passed | Series 63 (1996) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | boldvisionfinancial.com |
| Profile |
How Amy's firm compares
- A one-time plan starts at $2,750, in line with the Illinois median of $2,625 for fee-only firms that publish prices.
- The hourly rate is $385, above the US median of $300 for fee-only firms that publish prices.
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Questions about Amy
Is Amy Rosenow a fee-only financial advisor?
Yes. Amy Rosenow is listed in the Advice-Only Network (advice-only practices, no product sales) 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 and hourly fees.
How much does Amy charge?
According to Bold Vision Financial's website, checked October 28, 2026: one-time plans from $2,750; $385 an hour.
Does Amy work with clients virtually?
Yes. Amy's Advice-Only Network profile says they meet with clients virtually and in person.
Where is Amy Rosenow based?
Amy Rosenow is based in Chicago, Illinois.
What does Amy specialize in?
Amy's specialties include retirement planning, tax planning, small business owners, equity compensation and divorce financial planning. Amy works with high earners, pre-retirees, retirees, founders and mid-life transitions.
What credentials does Amy Rosenow hold?
Amy Rosenow holds the CFP and CFA credentials.
Is Amy Rosenow registered with the SEC?
Yes. Amy Rosenow is registered as an investment adviser representative in CA, IL and TX (CRD 2693477), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Amy Rosenow?
Through Amy's website, boldvisionfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Advice-Only Network listing : advice-only practices, no product sales
- XY Planning Network directory listing : XYPN members are fee-only
- Bold Vision Financial 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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