Samuel Graham
Sweeney Financial Advisors · Bedford, New Hampshire
Samuel Graham is a fee-only financial advisor at Sweeney Financial Advisors in Bedford, New Hampshire, who holds the CFP credential. Samuel charges a percentage of assets (1.375% a year on the first tier of assets managed and a $500,000 asset minimum) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- High earners
- Multi-generational families
- Divorced individuals
Facts
| Firm | Sweeney Financial Advisors |
|---|---|
| Based in | Bedford, New Hampshire |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.375% a year on the first tier of assets managed · A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $403.2M across 806 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NH · CRD 7882589 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.sfmllc.net |
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Questions about Samuel
Is Samuel Graham a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and Sweeney Financial Advisors 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 charges a percentage of assets.
How much does Samuel charge?
According to Sweeney Financial Advisors's website, checked October 30, 2026: 1.375% a year on the first tier of assets managed; a $500,000 asset minimum.
Where is Samuel Graham based?
Samuel Graham is based in Bedford, New Hampshire.
What does Samuel specialize in?
Samuel's specialties include retirement planning, estate & legacy planning and tax planning. Samuel works with retirees, pre-retirees, high earners, multi-generational families and divorced individuals.
What credentials does Samuel Graham hold?
Samuel Graham holds the CFP credential.
Is Samuel Graham registered with the SEC?
Yes. Samuel Graham is registered as an investment adviser representative in NH (CRD 7882589), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sweeney Financial Advisors manage?
Sweeney Financial Advisors reports $403.2M across 806 accounts in assets under management.
How do I contact Samuel Graham?
Through Samuel's website, www.sfmllc.net.
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
- Sweeney Financial Advisors 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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