Amie Varnado
Amie Varnado is a registered investment advisor at Capital Financial Planners, LLC, based in Youngsville, LA, with 17 years of industry experience. Amie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 78 clients with $27M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Financial Planners charges a negotiable annual fee for managing your money, ranging from 0.25% to 2% of the account value, depending on the size and complexity. The fee is paid monthly at the end of each month. If Capital Financial Planners helps you select other money managers, those managers pay Capital Financial Planners a portion of the fees generated by you. You do not directly pay for this service.
Location
405 Lafayette Street, Youngsville, LA, 70592
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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 ActivitiesSells Insurance
Amie is a half owner of Tim's Electric, LLC, her spouse's electrical service company, and performs accounting duties, dedicating minimal time. She also spends about 10% of her work day on insurance sales.
Employment History
Current Registrations
Capital Financial Planners, LLC
Previous Registrations
Acadiana Wealth Management, LLC
Edward Jones
State Registrations1 state
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.