Samuel Mason
S.A. Mason · Holland, Michigan
Samuel Mason is a fee-only financial advisor at S.A. Mason in Holland, Michigan, who holds the CFP credential. S.A. Mason reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | S.A. Mason |
|---|---|
| Based in | Holland, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $528.7M across 881 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI, TX · CRD 2755456 |
| Exams passed | Series 63 (1996) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | sa-mason.com |
How Samuel's firm compares
- S.A. Mason's average account is about $600,000, from its Form ADV (assets managed divided by 881 accounts).
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Questions about Samuel
Is Samuel Mason a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and S.A. Mason 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, S.A. Mason, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Samuel Mason based?
Samuel Mason is based in Holland, Michigan.
What credentials does Samuel Mason hold?
Samuel Mason holds the CFP credential.
Is Samuel Mason registered with the SEC?
Yes. Samuel Mason is registered as an investment adviser representative in MI and TX (CRD 2755456), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does S.A. Mason manage?
S.A. Mason reports $528.7M across 881 accounts in assets under management.
How do I contact Samuel Mason?
Through Samuel's website, sa-mason.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.
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