Amy White
Journey Wealth · Cleveland, Ohio
Amy White is a fee-only financial advisor at Journey Wealth in Cleveland, Ohio. Amy focuses on tax planning, estate & legacy planning and small business owners. Journey Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Retirees
- Ultra high net worth
Facts
| Firm | Journey Wealth |
|---|---|
| Based in | Cleveland, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.39B across 879 accounts |
| SEC registration | Investment adviser representative in OH · CRD 4454406 |
| Exams passed | Series 66 (2004) |
| Firm size | 27 employees |
| Disclosures | None reported |
| Website | www.fsmwealthadvisors.com |
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Questions about Amy
Is Amy White a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amy holds no broker registration, and Journey 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, Journey Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Amy White based?
Amy White is based in Cleveland, Ohio.
What does Amy specialize in?
Amy's specialties include tax planning, estate & legacy planning, small business owners and founders (pre-exit). Amy works with executives, retirees and ultra high net worth.
Is Amy White registered with the SEC?
Yes. Amy White is registered as an investment adviser representative in OH (CRD 4454406), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Journey Wealth manage?
Journey Wealth reports $1.39B across 879 accounts in assets under management.
How do I contact Amy White?
Through Amy's website, www.fsmwealthadvisors.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
- Journey 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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