Andrea Brashears-Sampson
Wise Financial Counsel · Fort Washington, Maryland
Andrea Brashears-Sampson is a fee-only financial advisor at Wise Financial Counsel in Fort Washington, Maryland, who holds the CFP credential. Andrea focuses on small business owners and family wealth transfer. Wise Financial Counsel reports charging hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Wise Financial Counsel |
|---|---|
| Based in | Fort Washington, Maryland |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Accepting new clients | Yes |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD, TX, VA · CRD 4034897 |
| Exams passed | Series 63 (1999) · Series 65 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | wisefinco.com |
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Questions about Andrea
Is Andrea Brashears-Sampson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrea holds no broker registration, and Wise Financial Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrea charge for financial advice?
Andrea's firm, Wise Financial Counsel, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Andrea Brashears-Sampson based?
Andrea Brashears-Sampson is based in Fort Washington, Maryland.
What does Andrea specialize in?
Andrea's specialties include small business owners and family wealth transfer. Andrea works with multi-generational families.
What credentials does Andrea Brashears-Sampson hold?
Andrea Brashears-Sampson holds the CFP credential.
Is Andrea Brashears-Sampson registered with the SEC?
Yes. Andrea Brashears-Sampson is registered as an investment adviser representative in MD, TX and VA (CRD 4034897), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Andrea Brashears-Sampson?
Through Andrea's website, wisefinco.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Wise Financial Counsel website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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