Samuel Fries
SSB Managed Wealth · Canfield, Ohio
Samuel Fries is a fee-only financial advisor at SSB Managed Wealth in Canfield, Ohio, who holds the CFP credential. SSB Managed Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | SSB Managed Wealth |
|---|---|
| Based in | Canfield, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $37.8M across 41 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 7198936 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.ssb-cpa.com |
How Samuel's firm compares
- SSB Managed Wealth's average account is about $923,000, from its Form ADV (assets managed divided by 41 accounts).
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Questions about Samuel
Is Samuel Fries a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and SSB Managed Wealth 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, SSB Managed Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Samuel Fries based?
Samuel Fries is based in Canfield, Ohio.
What credentials does Samuel Fries hold?
Samuel Fries holds the CFP credential.
Is Samuel Fries registered with the SEC?
Yes. Samuel Fries is registered as an investment adviser representative in OH (CRD 7198936), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does SSB Managed Wealth manage?
SSB Managed Wealth reports $37.8M across 41 accounts in assets under management.
How do I contact Samuel Fries?
Through Samuel's website, www.ssb-cpa.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
- 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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