Amy Artiga is a CFP-designated registered investment advisor at Guide Financial Planning, based in Cumming, GA, with 5 years of industry experience. Amy 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, High Net Worth, and 4 more. Their firm serves 132 clients with $70M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.60% |
Fees are negotiable for accounts over $3,000,000. Investment management is only available to clients engaged in ongoing financial planning.
Fee Estimator
Location
Cumming, GA
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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.
Learn about disclosures →Other Business Activities
Amy is the owner of Pastor's Wallet, a non-investment related business, since 2016. She spends a few hours per week writing blog posts, publishing books, and doing webinars.
Employment History
Current Registrations
Guide Financial Planning
State Registrations6 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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