# Samanda Morales

> Samanda Morales is a fee-only financial advisor at Wellfin360 in Lynnfield, Massachusetts. Wellfin360 reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Wellfin360
- **Based in:** Lynnfield, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.6M across 26 accounts
- **CRD:** 7839891 (https://adviserinfo.sec.gov/individual/summary/7839891)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 65 (2023)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Samanda Morales a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Samanda holds no broker registration, and Wellfin360 reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Samanda charge for financial advice?

Samanda's firm, Wellfin360, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Samanda Morales based?

Samanda Morales is based in Lynnfield, Massachusetts.

### Is Samanda Morales registered with the SEC?

Yes. Samanda Morales is registered as an investment adviser representative in MA (CRD 7839891), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wellfin360 manage?

Wellfin360 reports $1.6M across 26 accounts in assets under management.

### How do I contact Samanda Morales?

Contact details aren't on file yet. Search for Wellfin360.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7839891): 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

---

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