Amy Sun
Financial Decisions · New York, New York
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.
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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 | $327.7M across 512 accounts |
| SEC registration | Investment adviser representative in NJ, NY, TX · CRD 8320074 |
| Exams passed | Series 65 (2026) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.findec.net |
How Amy's firm compares
- Financial Decisions's average account is about $640,000, from its Form ADV (assets managed divided by 512 accounts).
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Questions about Amy
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.
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
- 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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