Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
451 advisors
Number of Clients
24,340 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$143.4B

Fee Structure

Minimum Investment:$5K

GRP offers hourly or fixed fees for special consultations outside of customary asset management services. The fees for LPL advisory programs are negotiable, with maximum account fees ranging from 0.95% to 3.0%. GRP may receive compensation from third-party advisors for introducing clients, which is disclosed separately. The fees paid to GRP by independent third-party advisors are generally not negotiable.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

835 N Post Street, Suite 203, Spokane, WA, 99201

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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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Other Business Activities

Amanda is involved in several business activities, including working for Longbow Financial Services, Gonzaga University as an adjunct professor, and as a travel agent. She also works for Hub International and Global Retirement Partners, providing investment advisory services and dedicating nearly full-time hours to the latter.

Employment History
Current Registrations
HUB International Investment Services INC.
January 2025 - Present · 1 yr
Global Retirement Partners LLC
January 2025 - Present · 1 yr
HUB International Investment Services INC.Broker
January 2025 - Present · 1 yr
LPL Financial LLC Broker
September 2018 - Present · 7 yrs 4 mos
Previous Registrations
LPL Financial LLC
February 2019 - April 2025 · 6 yrs 2 mos
State Registrations4 states
IDMTNCWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.