Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
96 advisors
Number of Clients
2,427 clients
Average Client Portfolio
$211K average
Assets Under Management
$512.3M

Fee Structure

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Location

6990 Columbia Gateway Drive, Suite 250, Columbia, MD, 21046

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Amy is an Investment Adviser Representative for Seton Wealth Management, LLC and American Academy Wealth, spending minimal time on these roles. She also owns an estate planning law firm, Providence Law Group, LLC, where she works nearly full-time as an attorney and owner.

Employment History
Current Registrations
Integrity Advisory Solutions
May 2025 - Present · 9 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.
Amy Lazas - Financial Advisor | TrueAdvisor