Firm
Amplify My Wealth
Boca Raton, Florida
Fee-only
Amplify My Wealth at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- Its ongoing planning fee starts at $3,996 a year, in line with the Florida median of $4,200.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Boca Raton, Florida |
|---|---|
| Website | amplifymywealth.com |
| [email protected] | |
| Phone | (561) 866-2235 |
Amplify My Wealth fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,996 a year |
|---|---|
| One-time plan | From $5,400 |
| Account minimum | None |
| How it charges | Ongoing planning fee · One-time plans or projects |
In the firm's words
"Ongoing financial planning starts at the end of the 6th month for $333 per month." source
"Investment: starting at* $5400 for the initial plan, inclusive of 6 months of support." source
"There is no minimum income or asset level required to have a comprehensive financial wealth plan" source
"Ongoing financial planning starts at the end of the 6th month for $333 per month." 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 | Hourly · Fixed fees |
|---|---|
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 314949 |