# Samuel Wesley

> Samuel Wesley is a fee-only financial advisor at Bluestem Financial Advisors in Savoy, Illinois, who holds the CFP credential. Samuel charges an ongoing planning fee and focuses on student loans, retirement planning and tax planning.

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

## Facts

- **Firm:** Bluestem Financial Advisors
- **Based in:** Savoy, Illinois
- **Fee model:** Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $358.2M across 1,010 accounts
- **Credentials:** CFP
- **Specialties:** Student loans, Retirement planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 8311787 (https://adviserinfo.sec.gov/individual/summary/8311787)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 65 (2024)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.jacobkuebler.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and Bluestem Financial Advisors 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 Wesley based?

Samuel Wesley is based in Savoy, Illinois.

### What does Samuel specialize in?

Samuel's specialties include student loans, retirement planning and tax planning. Samuel works with retirees and pre-retirees.

### What credentials does Samuel Wesley hold?

Samuel Wesley holds the CFP credential.

### Is Samuel Wesley registered with the SEC?

Yes. Samuel Wesley is registered as an investment adviser representative in IL (CRD 8311787), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Bluestem Financial Advisors manage?

Bluestem Financial Advisors reports $358.2M across 1,010 accounts in assets under management.

### How do I contact Samuel Wesley?

Through Samuel's website, www.jacobkuebler.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8311787): 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.bluestemfa.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.