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Amy Lillis-Konopacki

Missionsquare Wealth Management
22 Years of Experience
Abingdon, MD
2 DisclosuresBroker
View SEC Summary
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Amy Lillis-Konopacki is a registered investment advisor at Missionsquare Wealth Management, based in Abingdon, MD, with 22 years of industry experience. Amy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management.

Missionsquare Wealth Management
Compensation
Fee-Only (% of Portfolio)
Firm Size
146 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$100
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.30%

The wrap fee is a flat 0.30% annually, charged quarterly in arrears. Cash portions of the account are excluded from the fee. The fee is non-negotiable, though the firm may waive all or a portion in its sole discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Abingdon, MD

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
March 2026
Judgment / Lien
December 2025
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Missionsquare Wealth Management
June 2025 - Present · 1 yr 4 mos
Missionsquare Wealth ManagementBroker
June 2025 - Present · 1 yr 4 mos
Missionsquare Retirement
June 2025 - Present · 1 yr 4 mos
Previous Registrations
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April 2024 - October 2024 · 6 mos
Arkadios Wealth Advisors
April 2024 - October 2024 · 6 mos
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December 2017 - October 2023 · 5 yrs 10 mos
Nationwide Investment Advisors, LLC
December 2017 - October 2023 · 5 yrs 10 mos
Voya Financial Advisors, INC.Broker
November 2017 - November 2017 · 0 mos
Lincoln Financial Advisors Corporation
February 2017 - September 2017 · 7 mos
Lincoln Financial Advisors CorporationBroker
February 2017 - September 2017 · 7 mos
Lincoln Financial Advisors Corporation
December 2005 - October 2016 · 10 yrs 10 mos
Lincoln Financial Advisors CorporationBroker
December 2005 - October 2016 · 10 yrs 10 mos
The Lincoln National Life Insurance CompanyBroker
December 2005 - June 2006 · 6 mos
T. Rowe Price Investment Services, INC.Broker
October 2004 - November 2005 · 1 yr 1 mo
J.P. Morgan Securities INC.Broker
October 2003 - September 2004 · 11 mos
T. Rowe Price Investment Services, INC.Broker
November 2002 - September 2003 · 10 mos
State Registrations11 states
CTDCDEMAMDMENHNJNYRIVT
AdvisorBrokerBoth

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
No exam information available for this advisor.
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