TrueAdvisor
TrueAdvisor
AB
AB

Amy Diane Burry

Tschetter Group
4 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth
Tschetter Group
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
451 clients
Average Client Portfolio
$4.7M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee

Location

2155 112th Ave Ne, Bellevue, WA, 98004

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Tschetter Group
May 2025 - Present · 9 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
December 2018 - March 2020 · 1 yr 3 mos
Kms Financial Services, INC.Broker
June 2015 - February 2017 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1995 - July 1996 · 9 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.