Samantha Stocksett
Blackston Financial Advisory Group · The Villages, Florida
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.
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Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Blackston Financial Advisory Group |
|---|---|
| Based in | The Villages, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $332.8M across 1,832 accounts |
| SEC registration | Investment adviser representative in FL · CRD 7637479 |
| Exams passed | Series 65 (2023) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | blackstonfinancialgroup.com |
| Profile |
How Samantha's firm compares
- Blackston Financial Advisory Group's average account is about $182,000, from its Form ADV (assets managed divided by 1,832 accounts).
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Questions about Samantha
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.
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
- Blackston Financial Advisory Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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