Shenandoah Sampson
Invera Wealth Advisors · Bend, Oregon
Shenandoah Sampson is a fee-only financial advisor at Invera Wealth Advisors in Bend, Oregon, who holds the CFP credential. Invera Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Invera Wealth Advisors |
|---|---|
| Based in | Bend, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $243.8M across 689 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, TX · CRD 6900088 |
| Exams passed | Series 66 (2018) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | inverawealth.com |
| Profile |
How Shenandoah's firm compares
- Invera Wealth Advisors's average account is about $354,000, from its Form ADV (assets managed divided by 689 accounts).
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Questions about Shenandoah
Is Shenandoah Sampson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shenandoah holds no broker registration, and Invera Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shenandoah charge for financial advice?
Shenandoah's firm, Invera Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Shenandoah Sampson based?
Shenandoah Sampson is based in Bend, Oregon.
What credentials does Shenandoah Sampson hold?
Shenandoah Sampson holds the CFP credential.
Is Shenandoah Sampson registered with the SEC?
Yes. Shenandoah Sampson is registered as an investment adviser representative in OR and TX (CRD 6900088), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Invera Wealth Advisors manage?
Invera Wealth Advisors reports $243.8M across 689 accounts in assets under management.
How do I contact Shenandoah Sampson?
Through Shenandoah's website, inverawealth.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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