Samantha Vicchiarelli
Alexis Advisors · Richmond, Virginia
Samantha Vicchiarelli is a fee-only financial advisor at Alexis Advisors in Richmond, Virginia, who holds the ChFC credential. Samantha focuses on sustainable & impact investing, retirement planning and divorce financial planning. Alexis Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Mid-life transitions
- Early-career professionals
Facts
| Firm | Alexis Advisors |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $66.2M across 236 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in PA, VA · CRD 6580491 |
| Exams passed | Series 66 (2017) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.alexisadvisors.com |
| Profile |
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Questions about Samantha
Is Samantha Vicchiarelli a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samantha holds no broker registration, and Alexis 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, Alexis Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Samantha Vicchiarelli based?
Samantha Vicchiarelli is based in Richmond, Virginia.
What does Samantha specialize in?
Samantha's specialties include sustainable & impact investing, retirement planning, divorce financial planning and family wealth transfer. Samantha works with retirees, pre-retirees, mid-life transitions and early-career professionals.
What credentials does Samantha Vicchiarelli hold?
Samantha Vicchiarelli holds the ChFC credential.
Is Samantha Vicchiarelli registered with the SEC?
Yes. Samantha Vicchiarelli is registered as an investment adviser representative in PA and VA (CRD 6580491), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Alexis Advisors manage?
Alexis Advisors reports $66.2M across 236 accounts in assets under management.
How do I contact Samantha Vicchiarelli?
Through Samantha's website, www.alexisadvisors.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
- Alexis Advisors 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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