Benjamin Sams
Haviland & Sams · Farmington, Connecticut
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.
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Specialties
Facts
| Firm | Haviland & Sams |
|---|---|
| Based in | Farmington, Connecticut |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| SEC registration | Investment adviser representative in CT, FL, MA, NY · CRD 2858844 |
| Exams passed | Series 63 (1997) · Series 65 (2006) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | havilandsams.com |
| Profile |
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Questions about Benjamin
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.
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
- Haviland & Sams 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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