Samantha Thorn
Marks Group Wealth Management · Minnetonka, Minnesota
Samantha Thorn is a fee-only financial advisor at Marks Group Wealth Management in Minnetonka, Minnesota, who holds the CFP credential. Marks Group Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Marks Group Wealth Management |
|---|---|
| Based in | Minnetonka, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.02B across 4,310 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN · CRD 6673817 |
| Exams passed | Series 63 (2019) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.marksgroup.com |
How Samantha's firm compares
- Marks Group Wealth Management's average account is about $468,000, from its Form ADV (assets managed divided by 4,310 accounts).
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Questions about Samantha
Is Samantha Thorn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samantha holds no broker registration, and Marks Group 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, Marks Group Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Samantha Thorn based?
Samantha Thorn is based in Minnetonka, Minnesota.
What credentials does Samantha Thorn hold?
Samantha Thorn holds the CFP credential.
Is Samantha Thorn registered with the SEC?
Yes. Samantha Thorn is registered as an investment adviser representative in MN (CRD 6673817), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Marks Group Wealth Management manage?
Marks Group Wealth Management reports $2.02B across 4,310 accounts in assets under management.
How do I contact Samantha Thorn?
Through Samantha's website, www.marksgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minnetonka
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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