Samuel Harris
Patina Wealth · Crozet, Virginia
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Patina Wealth |
|---|---|
| Based in | Crozet, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $129.2M across 356 accounts |
| SEC registration | Investment adviser representative in TX, VA · CRD 4005743 |
| Exams passed | Series 65 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.patinawealth.com |
| Profile |
How Samuel's firm compares
- Patina Wealth's average account is about $363,000, from its Form ADV (assets managed divided by 356 accounts).
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Questions about Samuel
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.
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
- Patina Wealth 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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