# Samuel Khalil

> Samuel Khalil is a fee-only financial advisor at Wide Eye Capital in Vancouver, Washington. Samuel charges an ongoing planning fee and focuses on estate & legacy planning.

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

## Facts

- **Firm:** Wide Eye Capital
- **Based in:** Vancouver, Washington
- **Fee model:** Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $10.9M across 57 accounts
- **Specialties:** Estate & legacy planning
- **CRD:** 7605790 (https://adviserinfo.sec.gov/individual/summary/7605790)
- **SEC registration:** Investment adviser representative in CA, FL, OR, TX, WA
- **Exams passed:** Series 65 (2022)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://wideeyecapital.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and Wide Eye Capital 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 charges an ongoing planning fee.

### Where is Samuel Khalil based?

Samuel Khalil is based in Vancouver, Washington.

### What does Samuel specialize in?

Samuel's specialties include estate & legacy planning.

### Is Samuel Khalil registered with the SEC?

Yes. Samuel Khalil is registered as an investment adviser representative in CA, FL, OR, TX and WA (CRD 7605790), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wide Eye Capital manage?

Wide Eye Capital reports $10.9M across 57 accounts in assets under management.

### How do I contact Samuel Khalil?

Through Samuel's website, wideeyecapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7605790): 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://wideeyecapital.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.