AC
CFP
AC
CFP

Amy Elizabeth Cono

17 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
430 clients
Average Client Portfolio
$4.7M average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$1M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M0.85%
$5.0M - $10.0M0.50%
$10M+0.30%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$10,000
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Location

800 West El Camino Real, Suite 201, Mountain View, CA, 94040

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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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Employment History
Current Registrations
Wealth Architects, LLC
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Lion Street Financial, LLCBroker
March 2015 - July 2024 · 9 yrs 4 mos
NFP Advisor Services, LLCBroker
January 2008 - January 2015 · 7 yrs
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Amy Elizabeth Cono - Financial Advisor | TrueAdvisor