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Advisor

Samuel Huet

White Sand Wealth Management · Liberty, Missouri

Samuel Huet is a fee-only financial advisor at White Sand Wealth Management in Liberty, Missouri, who holds the CFP credential. White Sand Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFP

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Facts

FirmWhite Sand Wealth Management
Based in Liberty, Missouri
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$172.4M across 197 accounts
CredentialsCFP
SEC registration Investment adviser representative in KS, MO, TX · CRD 8081611
Firm size7 employees
Disclosures None reported
Websitewswm.net

How Samuel's firm compares

  • White Sand Wealth Management's average account is about $875,000, from its Form ADV (assets managed divided by 197 accounts).

What fee-only advisors charge in Missouri

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Questions about Samuel

Is Samuel Huet a fee-only financial advisor?

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

Where is Samuel Huet based?

Samuel Huet is based in Liberty, Missouri.

What credentials does Samuel Huet hold?

Samuel Huet holds the CFP credential.

Is Samuel Huet registered with the SEC?

Yes. Samuel Huet is registered as an investment adviser representative in KS, MO and TX (CRD 8081611), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does White Sand Wealth Management manage?

White Sand Wealth Management reports $172.4M across 197 accounts in assets under management.

How do I contact Samuel Huet?

Through Samuel's website, wswm.net.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in Liberty

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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