Samuel Soots
Timonier · Winston Salem, North Carolina
Samuel Soots is a fee-only financial advisor at Timonier in Winston Salem, North Carolina, who holds the CFP credential. Timonier reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Timonier |
|---|---|
| Based in | Winston Salem, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $450.3M across 707 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 5673982 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.timonier.com |
How Samuel's firm compares
- Timonier's average account is about $637,000, from its Form ADV (assets managed divided by 707 accounts).
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Questions about Samuel
Is Samuel Soots a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and Timonier 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, Timonier, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Samuel Soots based?
Samuel Soots is based in Winston Salem, North Carolina.
What credentials does Samuel Soots hold?
Samuel Soots holds the CFP credential.
Is Samuel Soots registered with the SEC?
Yes. Samuel Soots is registered as an investment adviser representative in NC (CRD 5673982), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Timonier manage?
Timonier reports $450.3M across 707 accounts in assets under management.
How do I contact Samuel Soots?
Through Samuel's website, www.timonier.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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