Amy Sharpe-Verdugo
Amy Sharpe-Verdugo is a registered investment advisor at Creative Planning, based in Chesterfield, MO, with 9 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 84,858 clients with $220B 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 $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Location
Chesterfield, MO
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2025Other Business Activities
Amy co-owns real estate through Luxury Service, LLC, and is Board Chair for EYC Academy, a special education organization. She is also a managing member of Toolbox Heroes Handyman Services LLC. These activities require minimal time each week.
Employment History
Current Registrations
Creative Planning
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.