# Benjamin Sams

> Benjamin Sams is a fee-only financial advisor at Haviland & Sams in Farmington, Connecticut. Benjamin focuses on tax planning. Haviland & Sams reports charging hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/benjamin-sams/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Haviland & Sams
- **Based in:** Farmington, Connecticut
- **Fee model (firm's Form ADV):** Hourly; Fixed fees
- **Specialties:** Tax planning
- **CRD:** 2858844 (https://adviserinfo.sec.gov/individual/summary/2858844)
- **SEC registration:** Investment adviser representative in CT, FL, MA, NY
- **Exams passed:** Series 63 (1997), Series 65 (2006)
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://havilandsams.com/

## Frequently asked questions

### Is Benjamin Sams a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Haviland & Sams reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Benjamin charge for financial advice?

Benjamin's firm, Haviland & Sams, reports charging hourly fees and fixed fees on its SEC Form ADV.

### Where is Benjamin Sams based?

Benjamin Sams is based in Farmington, Connecticut.

### What does Benjamin specialize in?

Benjamin's specialties include tax planning.

### Is Benjamin Sams registered with the SEC?

Yes. Benjamin Sams is registered as an investment adviser representative in CT, FL, MA and NY (CRD 2858844), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How do I contact Benjamin Sams?

Through Benjamin's website, havilandsams.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2858844): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://havilandsams.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.