Sam Bakou
Sora Wealth · Arlington Heights, Illinois
Sam Bakou is a fee-only financial advisor at Sora Wealth in Arlington Heights, Illinois, who holds the CFP credential. Sora Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Sora Wealth |
|---|---|
| Based in | Arlington Heights, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $29.9M across 66 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 3087361 |
| Exams passed | Series 63 (1998) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.sorawealth.com |
| Profile |
How Sam's firm compares
- Sora Wealth's average account is about $453,000, from its Form ADV (assets managed divided by 66 accounts).
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Questions about Sam
Is Sam Bakou a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sam holds no broker registration, and Sora Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sam charge for financial advice?
Sam's firm, Sora Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sam Bakou based?
Sam Bakou is based in Arlington Heights, Illinois.
What credentials does Sam Bakou hold?
Sam Bakou holds the CFP credential.
Is Sam Bakou registered with the SEC?
Yes. Sam Bakou is registered as an investment adviser representative in IL (CRD 3087361), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sora Wealth manage?
Sora Wealth reports $29.9M across 66 accounts in assets under management.
How do I contact Sam Bakou?
Through Sam's website, www.sorawealth.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
- 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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