# Samuel Markowitz

> Samuel Markowitz is a fee-only financial advisor at Breakwater Capital Group in Havertown, Pennsylvania. Samuel focuses on retirement planning, estate & legacy planning and tax planning. Breakwater Capital Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Breakwater Capital Group
- **Based in:** Havertown, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.02B across 1,336 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Divorce financial planning
- **CRD:** 6798495 (https://adviserinfo.sec.gov/individual/summary/6798495)
- **SEC registration:** Investment adviser representative in NJ, PA, TX
- **Exams passed:** Series 63 (2018), Series 65 (2026)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://breakwatercapitalgroup.com/

## Frequently asked questions

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

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

### Where is Samuel Markowitz based?

Samuel Markowitz is based in Havertown, Pennsylvania.

### What does Samuel specialize in?

Samuel's specialties include retirement planning, estate & legacy planning, tax planning and divorce financial planning.

### Is Samuel Markowitz registered with the SEC?

Yes. Samuel Markowitz is registered as an investment adviser representative in NJ, PA and TX (CRD 6798495), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Breakwater Capital Group manage?

Breakwater Capital Group reports $1.02B across 1,336 accounts in assets under management.

### How do I contact Samuel Markowitz?

Through Samuel's website, breakwatercapitalgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6798495): 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://www.breakwatercapitalgroup.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.