Amy Showalter
Arbor Private Wealth · Ashburn, Virginia
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.
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Specialties
Who they serve
- Executives
- Retirees
- Pre-retirees
- Early-career professionals
Facts
| Firm | Arbor Private Wealth |
|---|---|
| Based in | Ashburn, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $160.1M across 267 accounts |
| SEC registration | Investment adviser representative in VA · CRD 7574117 |
| Exams passed | Series 65 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.arborpw.com |
| Profile |
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Questions about Amy
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.
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
- Arbor Private Wealth 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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