# Samuel Deane

> Samuel Deane is a fee-only financial advisor at Rora Wealth in Atlanta, Georgia. Samuel charges a flat fee or retainer, a percentage of assets and hourly fees (ongoing planning from $7,500 a year) and focuses on crypto & digital assets, real estate investors and small business owners.

Page: https://find.wellspent.co/advisors/samuel-deane/
Built from public directory listings; last checked April 25, 2026.

## Facts

- **Firm:** Rora Wealth
- **Based in:** Atlanta, Georgia
- **Fee model:** Flat fee or retainer; Percentage of assets; Hourly
- **Fees (firm's website):** ongoing planning from $7,500 a year
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** Under $25M
- **Specialties:** Crypto & digital assets, Real estate investors, Small business owners, Equity compensation, Family wealth transfer, Sustainable & impact investing, Tax planning, Founders (pre-exit), Retirement planning, Estate & legacy planning
- **Works with:** High earners, Ultra high net worth, Founders, Executives, Early-career professionals, Real estate investors, HENRY (High Earners, Not Rich Yet), Tech employees
- **CRD:** 6882384 (https://adviserinfo.sec.gov/individual/summary/6882384)
- **SEC registration:** Investment adviser representative in GA, NY
- **Exams passed:** Series 65 (2018)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** https://rorawealth.com/

## About

Rora is an independent planning-first advisory firm with expertise in equity compensation. Our empathetic discovery process and therapy-like approach to financial planning help you understand what it’s all for and the steps needed to get there.

We manage the full picture and help remove the stress of managing your finances. Our greatest value lies in our coaching mindset and partnership. We educate you to help you make well-informed financial decisions.

Reach out today and see how we can help you feel confident enjoying the fruits of your labor.

## Frequently asked questions

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

Yes. Samuel Deane is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Samuel's firm.

### How does Samuel charge for financial advice?

Samuel charges a flat fee or retainer, a percentage of assets and hourly fees.

### How much does Samuel charge?

According to Rora Wealth's website, checked October 28, 2026: ongoing planning from $7,500 a year.

### Where is Samuel Deane based?

Samuel Deane is based in Atlanta, Georgia.

### What does Samuel specialize in?

Samuel's specialties include crypto & digital assets, real estate investors, small business owners, equity compensation, family wealth transfer and sustainable & impact investing. Samuel works with high earners, ultra high net worth, founders, executives and early-career professionals.

### Is Samuel Deane registered with the SEC?

Yes. Samuel Deane is registered as an investment adviser representative in GA and NY (CRD 6882384), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.

### How much does Rora Wealth manage?

Rora Wealth reports Under $25M in assets under management.

### How do I contact Samuel Deane?

Through Samuel's website, rorawealth.com.

## Sources

- Public advisor directory: listed as fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://rorawealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.