Amy Rosenow is a CFA, CFP-designated registered investment advisor at Bold Vision Financial, based in Chicago, IL, with 4 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
After completing an initial financial plan, you can sign up for ongoing support for $120-$500 per month. This includes unlimited email/phone access and a 60-minute coaching session every six months to review your goals, investments, and retirement plan.
- Comprehensive Financial Plan — $3,500 - $20,000, depending on complexity, created over six months.
- Focused Financial Plan — $2,750 - $10,000, depending on complexity, created over three months.
- Hourly Financial Planning — $400/hour
- 10 Hours of Financial Planning — $3,850
- One-hour call with pre- and post-call follow-up — $800
- White glove data entry — $100/hour
Contact
Amy Rosenow
Location
Chicago, IL
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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.
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Amy is involved in family and community commitments, including managing a family investment partnership, serving as president of a family foundation, and being on the investment committee at Temple Sholom of Chicago. She also provides strategic advisory and outsourced COO services to startups and small businesses, dedicating minimal time to these activities.
Employment History
Current Registrations
Bold Vision Financial
State Registrations2 states
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.
Exams
Additional Information
Amy Rosenow is the founder of Bold Vision Financial (formerly Fearless Financial Planning), an advice-only financial planning and education firm focused on women, families, and entrepreneurs.