# Annmarie Rizzo

> Annmarie Rizzo is a fee-only financial advisor at Plectrum Advisers in Altadena, California. Plectrum Advisers reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/annmarie-rizzo/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Plectrum Advisers
- **Based in:** Altadena, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $72.5M across 209 accounts
- **CRD:** 7175426 (https://adviserinfo.sec.gov/individual/summary/7175426)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2024)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.plectrumadvisers.com

## Frequently asked questions

### Is Annmarie Rizzo a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Annmarie holds no broker registration, and Plectrum Advisers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Annmarie charge for financial advice?

Annmarie's firm, Plectrum Advisers, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Annmarie Rizzo based?

Annmarie Rizzo is based in Altadena, California.

### Is Annmarie Rizzo registered with the SEC?

Yes. Annmarie Rizzo is registered as an investment adviser representative in CA (CRD 7175426), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Plectrum Advisers manage?

Plectrum Advisers reports $72.5M across 209 accounts in assets under management.

### How do I contact Annmarie Rizzo?

Through Annmarie's website, www.plectrumadvisers.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7175426): 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
- The firm's website (https://plectrumadvisers.com/): specialties, clients served, and fees, checked October 30, 2026

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