# Samuel Conway

> Samuel Conway is a fee-only financial advisor at Conway Financial Planning in Ithaca, New York, who holds the CFP credential. Samuel focuses on tax planning. Conway Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Conway Financial Planning
- **Based in:** Ithaca, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $16.1M across 88 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning
- **CRD:** 7184905 (https://adviserinfo.sec.gov/individual/summary/7184905)
- **SEC registration:** Investment adviser representative in CA, IN, NY
- **Exams passed:** Series 65 (2019)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.conwayfinancialplan.com/

## Frequently asked questions

### Is Samuel Conway a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and Conway Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Samuel charge for financial advice?

Samuel's firm, Conway Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Samuel Conway based?

Samuel Conway is based in Ithaca, New York.

### What does Samuel specialize in?

Samuel's specialties include tax planning.

### What credentials does Samuel Conway hold?

Samuel Conway holds the CFP credential.

### Is Samuel Conway registered with the SEC?

Yes. Samuel Conway is registered as an investment adviser representative in CA, IN and NY (CRD 7184905), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Conway Financial Planning manage?

Conway Financial Planning reports $16.1M across 88 accounts in assets under management.

### How do I contact Samuel Conway?

Through Samuel's website, www.conwayfinancialplan.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7184905): 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://www.conwayfinancialplan.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.