Amy Irvine is a CFP-designated registered investment advisor at Rooted Planning Group, based in Corning, NY, with 18 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, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 229 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
If you choose to have Rooted Planning Group manage your investments as part of their comprehensive financial planning service, you'll pay an annual fixed fee, billed quarterly or monthly in advance. The fee starts at $6,000 per year, but may be higher depending on the complexity of your situation. This fee may be negotiable. The fee automatically increases by 3% each year on January 1st, but RPG may adjust this increase.
Contact
Amy Irvine
Location
10 East Market Street, Corning, NY, 14830
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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.
Learn about disclosures →Other Business Activities
Amy is a board member for Heritage Village of the Southern Finger Lakes and a trustee for the NAPFA Foundation, dedicating minimal time to each role. Neither activity is investment-related or connected to Rooted Planning Group, and Amy receives no compensation for either.
Employment History
Current Registrations
Rooted Planning Group
Previous Registrations
Pinnacle Financial Wealth Management, LLC
Burns Matteson Capital Management
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
State Registrations3 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
Rooted Planning Group was designed to create a family like environment. We all have roots, but it's the wings that take us places. Our process is designed to allow us to get to know your family, your roots, and your wings.