Samuel Hogan
Windemere Advisors · Valdosta, Georgia
Samuel Hogan is a fee-only financial advisor at Windemere Advisors in Valdosta, Georgia, who holds the PFS credential. Windemere Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Windemere Advisors |
|---|---|
| Based in | Valdosta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $23.8M across 68 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in AL, GA · CRD 6520660 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | na8.salesforce.com/500c000001cufb8 |
How Samuel's firm compares
- Windemere Advisors's average account is about $350,000, from its Form ADV (assets managed divided by 68 accounts).
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Questions about Samuel
Is Samuel Hogan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and Windemere 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's firm, Windemere Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Samuel Hogan based?
Samuel Hogan is based in Valdosta, Georgia.
What credentials does Samuel Hogan hold?
Samuel Hogan holds the PFS credential.
Is Samuel Hogan registered with the SEC?
Yes. Samuel Hogan is registered as an investment adviser representative in AL and GA (CRD 6520660), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Windemere Advisors manage?
Windemere Advisors reports $23.8M across 68 accounts in assets under management.
How do I contact Samuel Hogan?
Through Samuel's website, na8.salesforce.com/500c000001cufb8.
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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