# Samuelson Drumond

> Samuelson Drumond is a fee-only financial advisor at Drumond Wealth Management in Katy, Texas, who holds the CFP credential. Samuelson focuses on family wealth transfer. Drumond Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Drumond Wealth Management
- **Based in:** Katy, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Languages:** Portuguese, Spanish
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $61.5M across 323 accounts
- **Credentials:** CFP
- **Specialties:** Family wealth transfer
- **Works with:** Ultra high net worth, Multi-generational families
- **CRD:** 6874991 (https://adviserinfo.sec.gov/individual/summary/6874991)
- **SEC registration:** Investment adviser representative in FL, MA, TX
- **Exams passed:** Series 66 (2018)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://drumondwealthmanagement.com/

## Frequently asked questions

### Is Samuelson Drumond a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Samuelson holds no broker registration, and Drumond Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Samuelson charge for financial advice?

Samuelson's firm, Drumond Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### What languages does Samuelson work in?

Besides English, Drumond Wealth Management offers service in Portuguese and Spanish, according to its website.

### Where is Samuelson Drumond based?

Samuelson Drumond is based in Katy, Texas.

### What does Samuelson specialize in?

Samuelson's specialties include family wealth transfer. Samuelson works with ultra high net worth and multi-generational families.

### What credentials does Samuelson Drumond hold?

Samuelson Drumond holds the CFP credential.

### Is Samuelson Drumond registered with the SEC?

Yes. Samuelson Drumond is registered as an investment adviser representative in FL, MA and TX (CRD 6874991), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Drumond Wealth Management manage?

Drumond Wealth Management reports $61.5M across 323 accounts in assets under management.

### How do I contact Samuelson Drumond?

Through Samuelson's website, drumondwealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6874991): 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://drumondwealthmanagement.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.