Amy Elizabeth Irvine
Investment adviser representative at Rooted Planning Group
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$157MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Rooted Planning GroupMar 2021 to now
- Irvine Wealth Planning Strategies, LLCMay 2016 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 3 states (FL, NY, TX).
Rooted Planning Group
Legal name: Irvine Wealth Planning Strategies, LLC
$157MAssets managed
229Clients
3Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4868740
- Firm CRD
- 284120