Amy Ahrens is a CFP, ChFC-designated registered investment advisor at Onedigital, based in Knoxville, TN, 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 Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 18,203 clients with $160B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees are based on a percentage of assets under management, billed quarterly in advance, and will not exceed 2.00% annually.
Fee Estimator
Location
Knoxville, TN
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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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Amy is an independent beauty consultant for Mary Kay Inc. since 2007, dedicating minimal time. She also owns Wren Endeavors, LLC, a real estate investment company, and spends a few hours per week on operational and management duties. Finally, Amy is the owner of Financially Simple LLC, a consulting business, dedicating a few hours per week.
Employment History
Current Registrations
Onedigital
Previous Registrations
Wealthsource®
Heritage Investors
State Registrations2 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
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