Samuel Harrison
Family Investment Center · Gilbert, Arizona
Samuel Harrison is a fee-only financial advisor at Family Investment Center in Gilbert, Arizona, who holds the CFP credential. Family Investment Center reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Samuel →
Facts
| Firm | Family Investment Center |
|---|---|
| Based in | Gilbert, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $689.3M across 2,200 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, KS, MO, TX · CRD 7258138 |
| Exams passed | Series 66 (2020) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | moneyisfreedomfic.wordpress.com |
How Samuel's firm compares
- Family Investment Center's average account is about $313,000, from its Form ADV (assets managed divided by 2,200 accounts).
Request an introduction to Samuel
Tell Samuel a little about what you're looking for. Samuel isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Samuel
Is Samuel Harrison a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and Family Investment Center 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, Family Investment Center, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Samuel Harrison based?
Samuel Harrison is based in Gilbert, Arizona.
What credentials does Samuel Harrison hold?
Samuel Harrison holds the CFP credential.
Is Samuel Harrison registered with the SEC?
Yes. Samuel Harrison is registered as an investment adviser representative in AZ, KS, MO and TX (CRD 7258138), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Family Investment Center manage?
Family Investment Center reports $689.3M across 2,200 accounts in assets under management.
How do I contact Samuel Harrison?
Through Samuel's website, moneyisfreedomfic.wordpress.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.
See something wrong? Request a correction. Read our methodology.