Amie Shapiro is a registered investment advisor at Lula Financial, based in Oakland, CA, with 5 years of industry experience. Amie 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. Their firm serves 96 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Lula Financial offers ongoing financial planning for $100-$200 per month. The fee may be negotiable.
- Financial Plan - $2,000 - $3,000, fee is negotiable.
- Hourly Financial Planning - $100 - $500 per hour, fee is negotiable.
Location
Oakland, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lula Financial
State Registrations1 state
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