Ama Financial Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed December 19, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The current hourly rate is $250 per hour.”

Flat or project fee

$2,500

“Examples of typical projects include retirement planning projects which have a total cost typically less than $2,500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Ama Financial Planning LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Hourly engagements are billed in 15-minute increments with partial increments will not be billed.”
• “The fee may be negotiable in certain cases at the discretion of AMA.”
• “This service may be terminated by either party at any time, and only work previously performed will be billed upon termination.”

How Ama Financial Planning LLC’s fees compare

• Its hourly rate of $250 is below the Colorado median of $300. 27% of the 231 other Colorado planners that publish an hourly rate charge less.
• 1 of the 3 other planners in Louisville that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the Colorado median of $5,250. 18% of the 214 other Colorado planners that publish a flat or project fee charge less.
• None of the 4 other planners in Louisville that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Ama Financial Planning LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

334069

Website

amafpins.com. (opens in new tab)

Phone

(720) 647-6501

Other planners in Louisville that publish fees

• Go Fish Finance, LLCLouisville$350/hr, $5,000
• Heritage Planning & Investing Services, LLCLouisville$45⁠-⁠$100/hr
• Peak Asset Management, LLCLouisville$2,500⁠-⁠$10,000
• Simmons Investment Management LLCLouisville$300/hr, $900⁠-⁠$9,000
• Varra FinancialLouisville$2,500⁠-⁠$25,000

Compare all 9 planners in Louisville