Amanda Willey
Amanda Willey is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Wellesley, MA, with 22 years of industry experience. Amanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
60 Walnut St Ste 4, Wellesley, MA, 02481
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Regulatory History (2)
Customer Dispute
November 2025Customer Dispute
February 2009Other Business Activities
Amanda has several outside business activities. She has business ownership interests, serves as Treasurer for Willey, and is Secretary/Treasurer for another entity. She also works for Array Services, LLC, dedicating about a third of her time to this investment-related role.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Money Concepts Capital CORP
Money Concepts Capital CORPBroker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations24 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.