# Samuel Harris

> Samuel Harris is a fee-only financial advisor at Patina Wealth in Crozet, Virginia. Samuel focuses on retirement planning and small business owners. Patina Wealth reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/samuel-harris/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Patina Wealth
- **Based in:** Crozet, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $129.2M across 356 accounts
- **Specialties:** Retirement planning, Small business owners
- **Works with:** Retirees, Pre-retirees
- **CRD:** 4005743 (https://adviserinfo.sec.gov/individual/summary/4005743)
- **SEC registration:** Investment adviser representative in TX, VA
- **Exams passed:** Series 65 (2016)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.patinawealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and Patina 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, Patina Wealth, reports charging a percentage of assets on its SEC Form ADV.

### Does Samuel work with clients virtually?

Yes. Patina Wealth says on its website that it works with clients remotely.

### Where is Samuel Harris based?

Samuel Harris is based in Crozet, Virginia.

### What does Samuel specialize in?

Samuel's specialties include retirement planning and small business owners. Samuel works with retirees and pre-retirees.

### Is Samuel Harris registered with the SEC?

Yes. Samuel Harris is registered as an investment adviser representative in TX and VA (CRD 4005743), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Patina Wealth manage?

Patina Wealth reports $129.2M across 356 accounts in assets under management.

### How do I contact Samuel Harris?

Through Samuel's website, www.patinawealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4005743): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.patinawealth.com/): specialties, clients served, and fees, checked October 30, 2026

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