PlannerFees

Amplify My Wealth fees and pricing

Financial planner in Boca Raton, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 14, 2026, Amplify My Wealth charges $250 an hour, a flat or project fee of $250⁠-⁠$2,500, a monthly fee of $100⁠-⁠$500, and a quarterly fee of $300⁠-⁠$1,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“In the event of early termination any prepaid but unearned fees will be refunded to the Client and any completed deliverables of the project will be provided to the Client and no further fees will be charged. 8 Financial Planning Hourly Fee Financial Planning fee may be available for an hourly rate of $250 per hour.”
Flat or project fee
$250⁠-⁠$2,500
“Holistic Financial Planning Ongoing Financial Planning consists of an upfront charge of $250 - $2,500 and an ongoing fee that is paid either monthly or quarterly, in advance, at the rate of $100 - $500 per month ($300 - $1,500 per quarter).”
Monthly fee
$100⁠-⁠$500/mo

From the same sentence as above.

Quarterly fee
$300⁠-⁠$1,500/qtr

From the same sentence as above.

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

How Amplify My Wealth bills

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

  • “Half of all agreed upon fees must be paid up front with the remaining due upon completion of the service.”
  • “In the event that the amount paid up front exceeds the amount owed for services performed, AMPLIFY will refund the difference to the client for hourly and/or project based services.”
  • “The fee may be negotiable in certain cases.”

How Amplify My Wealth’s fees compare

  • Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
  • 2 of the 10 other planners in Boca Raton that publish an hourly rate charge less.
  • Its flat or project fee of $250-$2,500 is below the Florida median of $4,900. 13% of the 320 other Florida planners that publish a flat or project fee charge less.
  • None of the 6 other planners in Boca Raton 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 Amplify My Wealth

  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Business owners
  • Insurance analysis
  • Cash flow and budgeting
  • Charitable giving

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, educational seminars and workshops, and other services
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
314949
Website
pinterest.com/amplifymywealth/_saved (opens in new tab)
Phone
(561) 866-2235

Other planners in Boca Raton that publish fees

Compare all 33 planners in Boca Raton

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.