Amanda Piper is a CFA-designated registered investment advisor at Wagener-Lee, LLC, based in Columbia, MD, with 15 years of industry experience. Amanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive Financial Plan: $500 - $10,000, depending on complexity, time spent, research, and services requested.
- Consultation Service: $150 - $350 per hour ($500 minimum), plus expenses.
Location
5950 Symphony Woods Road, Suite 412, Columbia, MD, 21044
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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.
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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 Registrations28 states
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