# Amy Showalter

> Amy Showalter is a fee-only financial advisor at Arbor Private Wealth in Ashburn, Virginia. Amy focuses on retirement planning, equity compensation and retirement with concentrated positions. Arbor Private Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Arbor Private Wealth
- **Based in:** Ashburn, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $160.1M across 267 accounts
- **Specialties:** Retirement planning, Equity compensation, Retirement with concentrated positions
- **Works with:** Executives, Retirees, Pre-retirees, Early-career professionals
- **CRD:** 7574117 (https://adviserinfo.sec.gov/individual/summary/7574117)
- **SEC registration:** Investment adviser representative in VA
- **Exams passed:** Series 65 (2022)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.arborpw.com

## Frequently asked questions

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

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

### Where is Amy Showalter based?

Amy Showalter is based in Ashburn, Virginia.

### What does Amy specialize in?

Amy's specialties include retirement planning, equity compensation and retirement with concentrated positions. Amy works with executives, retirees, pre-retirees and early-career professionals.

### Is Amy Showalter registered with the SEC?

Yes. Amy Showalter is registered as an investment adviser representative in VA (CRD 7574117), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Arbor Private Wealth manage?

Arbor Private Wealth reports $160.1M across 267 accounts in assets under management.

### How do I contact Amy Showalter?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7574117): 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://arborpw.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.