Amy Hubble, CFP®, CFA®, PhD Radix Financial, LLC.

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About Amy Hubble, CFP®, CFA®, PhD

Dr. Amy Hubble is the founding principal at Radix Financial, an independent Registered Investment Adviser (RIA) firm and Oklahoma LLC.

Amy spent her early career at an independent trust company where she served as senior vice president and head of the personal trust relationship management team, before leaving to found Radix in 2015. Now a resident of the Cayman Islands, Amy specializes in investment management, trust/estates, and research.

Amy holds both the Chartered Financial Analyst (CFA®) and CERTIFIED FINANCIAL PLANNER (CFP®) professional designations.

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Ideal Clients

  • Charitable Giving
  • Gen X
  • Portfolio Management
  • Trusts

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • AUM: 1.10% (minimum $50/mo)

SEC Records

States Registered

  • Oklahoma
  • Texas

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