Amy Buck is a CFP-designated registered investment advisor at Planpath Financial, based in Marquette, MI, with 6 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 5 clients with $970K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Planpath Financial offers wealth management services that include investment management. This service is charged an annual fixed fee ranging from $2,500 to $25,000, paid monthly in advance. The fee depends on the client's needs, complexity, time, research, and resources required. If Planpath Financial uses an outside manager, the annual advisory fee does not include the outside manager's fee, but the combined fee will not exceed 2% of assets under management.
Contact
Amy Buck
Location
708 Chippewa Square #9, Marquette, MI, 49855
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Amy started Planpath Tax Prep, LLC in November 2024, a tax preparation business serving less than 50 clients. Amy spends a few hours per week on this business, primarily during tax season.
Employment History
Current Registrations
Planpath Financial
Previous Registrations
Osaic Institutions, INC.Broker
Osaic Institutions, INC.
Erts Wealth Advisors, LLC
Edward Jones
Edward JonesBroker
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.
Exams