# Patrick Thuemmel

> Patrick Thuemmel is a fee-only financial advisor at Samalin Wealth in Coppell, Texas, who holds the CFP credential. Samalin Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/patrick-thuemmel/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Samalin Wealth
- **Based in:** Coppell, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $490.5M across 1,289 accounts
- **Credentials:** CFP
- **CRD:** 4902700 (https://adviserinfo.sec.gov/individual/summary/4902700)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2006)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** https://www.samalinwealth.com/

## Frequently asked questions

### Is Patrick Thuemmel a fee-only financial advisor?

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

### How does Patrick charge for financial advice?

Patrick's firm, Samalin Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Patrick Thuemmel based?

Patrick Thuemmel is based in Coppell, Texas.

### What credentials does Patrick Thuemmel hold?

Patrick Thuemmel holds the CFP credential.

### Is Patrick Thuemmel registered with the SEC?

Yes. Patrick Thuemmel is registered as an investment adviser representative in TX (CRD 4902700), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Samalin Wealth manage?

Samalin Wealth reports $490.5M across 1,289 accounts in assets under management.

### How do I contact Patrick Thuemmel?

Through Patrick's website, www.samalinwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4902700): 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

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