Amy Thacher
Blume Capital Management · Berkeley, California
Amy Thacher is a fee-only financial advisor at Blume Capital Management in Berkeley, California, who holds the CFP credential. Amy focuses on retirement planning, estate & legacy planning and tax planning. Blume Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Founders
Facts
| Firm | Blume Capital Management |
|---|---|
| Based in | Berkeley, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | A $2,000,000 asset minimum |
| Assets under management | $856.6M across 903 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX, VA · CRD 2690092 |
| Exams passed | Series 63 (1996) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.blumecapital.com |
| Profile |
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Questions about Amy
Is Amy Thacher a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amy holds no broker registration, and Blume Capital Management 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, Blume Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Amy charge?
According to Blume Capital Management's website, checked October 30, 2026: a $2,000,000 asset minimum.
Where is Amy Thacher based?
Amy Thacher is based in Berkeley, California.
What does Amy specialize in?
Amy's specialties include retirement planning, estate & legacy planning and tax planning. Amy works with retirees and founders.
What credentials does Amy Thacher hold?
Amy Thacher holds the CFP credential.
Is Amy Thacher registered with the SEC?
Yes. Amy Thacher is registered as an investment adviser representative in CA, TX and VA (CRD 2690092), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blume Capital Management manage?
Blume Capital Management reports $856.6M across 903 accounts in assets under management.
How do I contact Amy Thacher?
Through Amy's website, www.blumecapital.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
- Blume Capital Management 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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