Samuel Deane
Financial advice for startup founders and tech employees with equity compensation.
Rora Wealth · Atlanta, Georgia
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.
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Specialties
Who they serve
- High earners
- Ultra high net worth
- Founders
- Executives
- Early-career professionals
- Real estate investors
- HENRY (High Earners, Not Rich Yet)
- Tech employees
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.
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Planning
- College/Education Planning
- Education Planning
- Estate Planning
- Exit Planning
- Financial Planning
- Family Wealth Transfer
- Insurance Planning
- Investment Management
- Liquidity & Exit Planning
- Philanthropic Planning
- Portfolio Rebalancing
- Retirement Planning
- Tax Strategy
- Wealth Management
- Charitable Giving
- Debt Management
- ESG/Impact Investing
- Executive Compensation
- Financial Advice & Coaching
- Individual Tax Services
- Insurance/Risk Management
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 |
| Assets under management | Under $25M |
| Firm founded | 2018 |
| Firm size | 2 - 5 employees |
| Investment approach | Blend of both |
| SEC registration | Investment adviser representative in GA, NY · CRD 6882384 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | rorawealth.com |
| Profile |
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Questions about Samuel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Rora Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 25, 2026.
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