AS
CFP
AS
CFP

Amy Smith

2 Years of Experience
Fairhope, AL

Amy Smith is a CFP-designated registered investment advisor at Brown Financial Advisory, based in Fairhope, AL, with 2 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 241 clients with $340M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
IM Fee
Planning only
Assets Under Management
$344.0M

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Contact

AS
Amy Smith

Location

54 S. Greeno Road, Fairhope, AL, 36532

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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
Brown Financial Advisory
November 2023 - Present · 2 yrs 5 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.
AS
Contact
Amy Smith