# Samantha Stocksett

> Samantha Stocksett is a fee-only financial advisor at Blackston Financial Advisory Group in The Villages, Florida. Blackston Financial Advisory Group reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/samantha-stocksett/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Blackston Financial Advisory Group
- **Based in:** The Villages, Florida
- **Fee model (firm's Form ADV):** Percentage of assets
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $332.8M across 1,832 accounts
- **Works with:** Retirees, Pre-retirees
- **CRD:** 7637479 (https://adviserinfo.sec.gov/individual/summary/7637479)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2023)
- **Firm size:** 17 employees
- **Disclosures:** None reported
- **Website:** https://blackstonfinancialgroup.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Samantha holds no broker registration, and Blackston Financial Advisory Group 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, Blackston Financial Advisory Group, reports charging a percentage of assets on its SEC Form ADV.

### Does Samantha work with clients virtually?

Yes. Blackston Financial Advisory Group says on its website that it works with clients remotely.

### Where is Samantha Stocksett based?

Samantha Stocksett is based in The Villages, Florida.

### Is Samantha Stocksett registered with the SEC?

Yes. Samantha Stocksett is registered as an investment adviser representative in FL (CRD 7637479), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Blackston Financial Advisory Group manage?

Blackston Financial Advisory Group reports $332.8M across 1,832 accounts in assets under management.

### How do I contact Samantha Stocksett?

Through Samantha's website, blackstonfinancialgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7637479): 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
- The firm's website (https://blackstonfinancialgroup.com/): specialties, clients served, and fees, checked October 30, 2026

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