Amy Riddell is a CFA, CFP-designated registered investment advisor at Aft Financial Planning, based in Tampa, FL, with 13 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Gen X, Investment Management, and 4 more. Their firm serves 55 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
Fee schedule varies based on portfolio type: Model Portfolios (0.35%), Custom Portfolios (0.50%), Tax-Managed Portfolios (0.75%), Cash Management (0.10%), Legacy Portfolios (1.00%). The advisory fee is a flat fee and is negotiable.
Fee Estimator
Contact
Amy Riddell
Location
Tampa, FL
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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 →Employment History
Current Registrations
Aft Financial Planning
Previous Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
State Registrations1 state
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