Firm
AMG Wealth Management
Land O Lakes, Florida
Fee-only
Facts
| Based in | Land O Lakes, Florida |
|---|---|
| Website | amg-wealth.com |
| Phone | (813) 244-7661 |
AMG Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,000 a year |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Our fee is based on a percentage of assets we manage, with a $3,000 annual minimum fee." source
"our planning and analysis provides the most value to clients with $250,000 or more of investable assets." source
"Our fee is based on a percentage of assets we manage, with a $3,000 annual minimum fee." source
"We’re fee-only fiduciaries who offer ongoing, personalized planning with no commissions or product sales." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $23 million |
| Individual clients | 79 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 307704 |