# Samantha Dalby

> Samantha Dalby is a fee-only financial advisor at Spearhead Advisors in Newport Beach, California. Spearhead Advisors reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Spearhead Advisors
- **Based in:** Newport Beach, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $35.8M across 109 accounts
- **CRD:** 8238260 (https://adviserinfo.sec.gov/individual/summary/8238260)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2026)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://spearhead.investments/

## Frequently asked questions

### Is Samantha Dalby a fee-only financial advisor?

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

### How does Samantha charge for financial advice?

Samantha's firm, Spearhead Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Samantha Dalby based?

Samantha Dalby is based in Newport Beach, California.

### Is Samantha Dalby registered with the SEC?

Yes. Samantha Dalby is registered as an investment adviser representative in CA (CRD 8238260), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Spearhead Advisors manage?

Spearhead Advisors reports $35.8M across 109 accounts in assets under management.

### How do I contact Samantha Dalby?

Through Samantha's website, spearhead.investments.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8238260): 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.