Samanda Morales
Wellfin360 · Lynnfield, Massachusetts
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.
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Facts
| Firm | Wellfin360 |
|---|---|
| Based in | Lynnfield, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.6M across 26 accounts |
| SEC registration | Investment adviser representative in MA · CRD 7839891 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Samanda's firm compares
- Wellfin360's average account is about $60,000, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Samanda
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.
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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