Amy Sharp is a CFP-designated registered investment advisor at Amy T. Sharp, CFP, LLC, based in Oceanside, CA, with 30 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 123 clients with $58M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.10% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1M+ | 0.63% |
Existing clients may be grandfathered into a different fee.
Fee Estimator
Location
770 Tawny Court, Oceanside, CA, 92057
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Amy owns rental property since 2007 and is a co-owner of a family chocolate business since 2016, dedicating a few hours per week to the latter. She also sells fixed insurance and Medicare supplement/advantage plans, dedicating a few hours per week to each.
Employment History
Current Registrations
Amy T. Sharp, CFP, LLC
Previous Registrations
Cs Planning CORP
Cs Planning CORP
Investacorp Advisory Services INC
Investacorp, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
Metlife Securities INC.
Metlife Securities INC.
Metlife Securities INC.Broker
Farmers Financial Solutions, LLCBroker
Linsco/private Ledger CORP.Broker
Davis Distributors, LLCBroker
Pim Financial Services, INC.Broker
Birchtree Financial Services, INC.Broker
Intersecurities, INC.Broker
Pim Financial Services, INC.Broker
Banc One Securities CorporationBroker
Planner's Independent Management, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.