AMA FINANCIAL PLANNING LLC

Overview

AMA Financial Planning LLC is a small, privately held limited liability company that provides financial planning and insurance brokerage services. The firm is owned by an individual and operates with a fee model built around hourly charges and fixed fees, which aligns with project- or advice-based engagements rather than a traditional asset-based advisory model. Regulatory details are limited; the firm is not identified as a multi-state adviser, a pension consultant, or a capital allocator, and it does not report active ESG investing activity. The firm's listed advisory activity is financial planning, while its business activities include insurance brokerage. Those two service lines suggest the practice focuses on holistic planning and insurance placement rather than managing client portfolios on a discretionary basis.

Assets & Accounts

Investments & Alternatives

Location & Offices