Amanda Bearden is a CFP-designated registered investment advisor at Financial Zen, based in San Francisco, CA, with 2 years of industry experience. Amanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 76 clients with $94M 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 | 0.25% |
Annual advisory fee ranges from 0.25% to 0.50%.
Fee Estimator
Location
600 California Street, 11th Floor, San Francisco, CA, 94108
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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 →Employment History
Current Registrations
Financial Zen
Previous Registrations
Cwm, LLC
State Registrations2 states
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