Samuelson Drumond
Drumond Wealth Management · Katy, Texas
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.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
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 |
| Assets under management | $61.5M across 323 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, MA, TX · CRD 6874991 |
| Exams passed | Series 66 (2018) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | drumondwealthmanagement.com |
| Profile |
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Questions about Samuelson
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.
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
- Drumond Wealth Management 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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