Samuel Vance
True Wave Financial Planners · Sacramento, California
Samuel Vance is a fee-only financial advisor at True Wave Financial Planners in Sacramento, California. Samuel focuses on tax planning, estate & legacy planning and retirement planning. True Wave Financial Planners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | True Wave Financial Planners |
|---|---|
| Based in | Sacramento, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $456.5M across 1,444 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8353805 |
| Exams passed | Series 65 (2026) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | truewavefinancial.com |
How Samuel's firm compares
- True Wave Financial Planners's average account is about $316,000, from its Form ADV (assets managed divided by 1,444 accounts).
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Questions about Samuel
Is Samuel Vance a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and True Wave Financial Planners 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, True Wave Financial Planners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Samuel Vance based?
Samuel Vance is based in Sacramento, California.
What does Samuel specialize in?
Samuel's specialties include tax planning, estate & legacy planning and retirement planning. Samuel works with retirees.
Is Samuel Vance registered with the SEC?
Yes. Samuel Vance is registered as an investment adviser representative in CA (CRD 8353805), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does True Wave Financial Planners manage?
True Wave Financial Planners reports $456.5M across 1,444 accounts in assets under management.
How do I contact Samuel Vance?
Through Samuel's website, truewavefinancial.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
- True Wave Financial Planners website : specialties, clients served, and fees, checked October 30, 2026
- 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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