Amanda Piper is a CFA-designated registered investment advisor at Wagener-Lee, LLC, based in Columbia, MD, with 16 years of industry experience. Amanda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive financial plan — $500 to $10,000 depending on the complexity of your situation, the number of meetings, and research required
- Hourly consulting — $150 to $350 per hour with a $500 minimum for specific problems such as retirement planning, portfolio structure, business consulting, or estate planning
Location
5950 Symphony Woods Road, Suite 412, Columbia, MD, 21044
Get directionsHistory
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
Amanda is an advisor at Wagener-Lee, LLC, an independent RIA, since 2010. She works there about 10-20% of her time as a financial advisor providing financial planning services.
Employment History
Current Registrations
Wagener-Lee, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations30 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
More Advisors
- Kelly Effland, CFPMunicap INC.
- John Gillick, CFPAdenry Wealth LLC
- Gavin Walter, CFPWilliams Asset Management
- Anne London, CFPEquitable Advisors, LLC
- Elvis Langha, PFSTransamerica Financial Advisors, LLC
- Jean-Elizabeth Hubbard, CFPNorthstar Wealth Management, INC.