Amy Long is a registered investment advisor at Wells Fargo Advisors, based in Tampa, FL, with 15 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
100 S Ashley Dr 9th Fl, [F6-Rbo], Tampa, FL, 33602
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Regulatory History (3)
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Regulatory
October 2015Final
Regulatory
July 2015Final
Regulatory
April 2014Final
Employment History
Current Registrations
Wells Fargo Advisors
April 2021 - Present · 5 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Raymond James & Associates, INC.Broker
February 2019 - April 2021 · 2 yrs 2 mos
Raymond James Financial Services Advisors, INC
March 2018 - April 2021 · 3 yrs 1 mo
Raymond James Financial Services, INC.Broker
March 2017 - April 2021 · 4 yrs 1 mo
Raymond James & Associates, INC.
March 2017 - February 2018 · 11 mos
Raymond James & Associates, INC.Broker
March 2017 - February 2018 · 11 mos
VALIC Financial Advisors, INC.
August 2016 - March 2017 · 7 mos
VALIC Financial Advisors, INC.Broker
July 2016 - March 2017 · 8 mos
USAA Financial Planning Services
April 2015 - July 2016 · 1 yr 3 mos
USAA Financial Advisors, INC.Broker
June 2014 - July 2016 · 2 yrs 1 mo
Metlife Investors Distribution CompanyBroker
July 2013 - April 2014 · 9 mos
New England SecuritiesBroker
April 2013 - April 2014 · 1 yr
Metlife Securities INC.Broker
April 2013 - April 2014 · 1 yr
Wachovia Securities, LLC
February 2001 - March 2004 · 3 yrs 1 mo
Wachovia Securities, LLCBroker
February 2001 - March 2004 · 3 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.