# Amy Sun

> Amy Sun is a fee-only financial advisor at Financial Decisions in New York, New York. Financial Decisions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/amy-sun/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Financial Decisions
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $327.7M across 512 accounts
- **CRD:** 8320074 (https://adviserinfo.sec.gov/individual/summary/8320074)
- **SEC registration:** Investment adviser representative in NJ, NY, TX
- **Exams passed:** Series 65 (2026)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://www.findec.net

## Frequently asked questions

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

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

### Where is Amy Sun based?

Amy Sun is based in New York, New York.

### Is Amy Sun registered with the SEC?

Yes. Amy Sun is registered as an investment adviser representative in NJ, NY and TX (CRD 8320074), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Financial Decisions manage?

Financial Decisions reports $327.7M across 512 accounts in assets under management.

### How do I contact Amy Sun?

Through Amy's website, www.findec.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8320074): 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

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