Samantha Grieco
T.M. Wealth Management · Reston, Virginia
Samantha Grieco is a fee-only financial advisor at T.M. Wealth Management in Reston, Virginia. T.M. Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | T.M. Wealth Management |
|---|---|
| Based in | Reston, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $209.8M across 475 accounts |
| SEC registration | Investment adviser representative in VA · CRD 6373015 |
| Exams passed | Series 63 (2015) · Series 65 (2016) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.tm-wealth.com |
| Profile |
How Samantha's firm compares
- T.M. Wealth Management's average account is about $442,000, from its Form ADV (assets managed divided by 475 accounts).
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Questions about Samantha
Is Samantha Grieco a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samantha holds no broker registration, and T.M. Wealth Management 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, T.M. Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Samantha Grieco based?
Samantha Grieco is based in Reston, Virginia.
Is Samantha Grieco registered with the SEC?
Yes. Samantha Grieco is registered as an investment adviser representative in VA (CRD 6373015), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does T.M. Wealth Management manage?
T.M. Wealth Management reports $209.8M across 475 accounts in assets under management.
How do I contact Samantha Grieco?
Through Samantha's website, www.tm-wealth.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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