Samuel Conway
Conway Financial Planning · Ithaca, New York
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.
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Specialties
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 | $16.1M across 88 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, IN, NY · CRD 7184905 |
| Exams passed | Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.conwayfinancialplan.com |
How Samuel's firm compares
- Conway Financial Planning's average account is about $183,000, from its Form ADV (assets managed divided by 88 accounts).
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Questions about Samuel
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.
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
- Conway Financial Planning 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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