Samantha Vient
Ellevest · Costa Mesa, California
Samantha Vient is a fee-only financial advisor at Ellevest in Costa Mesa, California, who holds the CFP credential. Samantha charges a percentage of assets, a flat fee or retainer and an ongoing planning fee (ongoing planning from $4,800 a year and 1.25% a year on the first tier of assets managed) and focuses on flat-fee planning, sustainable & impact investing and equity compensation.
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Specialties
Facts
| Firm | Ellevest |
|---|---|
| Based in | Costa Mesa, California |
| Fee model | Percentage of assets · Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $4,800 a year · 1.25% a year on the first tier of assets managed · A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $1.13B across 474 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, NY, TX · CRD 5818349 |
| Exams passed | Series 65 (2010) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.ellevest.com |
How Samantha's firm compares
- Ongoing planning starts at $4,800 a year, below the California median of $6,000 for fee-only firms that publish prices.
- Ellevest's average account is about $2.4 million, from its Form ADV (assets managed divided by 474 accounts).
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Questions about Samantha
Is Samantha Vient a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samantha holds no broker registration, and Ellevest 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 charges a percentage of assets, a flat fee or retainer and an ongoing planning fee.
How much does Samantha charge?
According to Ellevest's website, checked October 30, 2026: ongoing planning from $4,800 a year; 1.25% a year on the first tier of assets managed; a $500,000 asset minimum.
Where is Samantha Vient based?
Samantha Vient is based in Costa Mesa, California.
What does Samantha specialize in?
Samantha's specialties include flat-fee planning, sustainable & impact investing, equity compensation and estate & legacy planning.
What credentials does Samantha Vient hold?
Samantha Vient holds the CFP credential.
Is Samantha Vient registered with the SEC?
Yes. Samantha Vient is registered as an investment adviser representative in CA, NY and TX (CRD 5818349), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ellevest manage?
Ellevest reports $1.13B across 474 accounts in assets under management.
How do I contact Samantha Vient?
Through Samantha's website, www.ellevest.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
- Ellevest 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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