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Amelia Thomas

Xypn Sapphire
13 Years of Experience
Montgomery, AL
View SEC Summary
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Amelia Thomas is a registered investment advisor at Xypn Sapphire, based in Montgomery, AL, with 13 years of industry experience. Amelia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 796 clients with $1.3B in assets under management.

Xypn Sapphire
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
63 advisors
Number of Clients
796 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M0.35%
$5.0M - $25.0M0.30%
$25M+0.25%

Fees apply to clients of advisors who are current members of XY Planning Network. Members who terminate their network membership experience a 0.05% fee increase. Fees may be negotiable based on anticipated future asset growth and account composition.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Montgomery, AL

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Xypn Sapphire
August 2026 - Present · 2 mos
Previous Registrations
Empire Capital Ventures
January 2021 - December 2025 · 4 yrs 11 mos
Empire Capital Ventures
August 2020 - December 2020 · 4 mos
Empire Capital Ventures
December 2018 - December 2019 · 1 yr
Stifel, Nicolaus & Company, IncorporatedBroker
October 2017 - June 2018 · 8 mos
Stifel, Nicolaus & Company, Incorporated
October 2017 - June 2018 · 8 mos
CUNA Brokerage Services, INC.Broker
August 2014 - November 2015 · 1 yr 3 mos
CUNA Brokerage Services, INC.
August 2014 - November 2015 · 1 yr 3 mos
Bbva Securities INC.Broker
May 2013 - July 2014 · 1 yr 2 mos
Bbva Wealth Solutions INC.
December 2012 - July 2014 · 1 yr 7 mos
Bbva Compass Investment Solutions, INCBroker
December 2012 - May 2013 · 5 mos
Investment Advisors
October 2011 - October 2012 · 1 yr
Proequities, INC.Broker
September 2011 - October 2012 · 1 yr 1 mo
USAA Financial Planning Services
February 2010 - May 2011 · 1 yr 3 mos
USAA Financial Advisors, INC.Broker
February 2010 - May 2011 · 1 yr 3 mos
New England Securities Corporation
March 2009 - July 2009 · 4 mos
New England SecuritiesBroker
June 2008 - July 2009 · 1 yr 1 mo
First Command Financial Planning, INC.Broker
October 2007 - May 2008 · 7 mos
State Registrations1 state
AL
Advisor

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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