Alissa Maizes is a CFP-designated registered investment advisor at Amplify My Wealth, based in Boca Raton, FL, with 4 years of industry experience. Alissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
For ongoing financial planning, Amplify My Wealth charges an upfront fee of $250-$2,500, plus a recurring monthly fee of $100-$500 or a quarterly fee of $300-$1,500. These fees are negotiable. You can cancel with 30 days' notice, and any unearned fees will be refunded.
Amplify My Wealth offers financial planning on a project basis for a fixed fee between $200 and $3,600. This fee is negotiable. Half of the fee is due upfront, and the remainder is due upon completion of the work.
Location
1825 NW Corporate Blvd., suite 110, Boca Raton, FL, 33431
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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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Alissa is the Founder and Manager of Amplify My Wealth LLC (formerly My Financial Truth LLC). She volunteers as an Impact and fundraising Strategist for nonprofits and organizes educational events to simplify finances, dedicating her time to financial literacy programs that are exclusive of investment advice.
Employment History
Current Registrations
Amplify My Wealth
Previous Registrations
Atwood Financial Planning LLC
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.