Amy Heim is a PFS-designated registered investment advisor at Kawg&f Financial Planning Group LLC, based in Timonium, MD. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only
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Location
Suite 500, 9690 Deereco Road, Timonium, MD, 21093
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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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Current Registrations
Kawg&f Financial Planning Group LLC
January 2026 - Present · 4 mos
State Registrations1 state
MD
Advisor
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Exams
No exam information available for this advisor.