Thomas Beattie
Samalin Wealth · Chappaqua, New York
Thomas Beattie is a fee-only financial advisor at Samalin Wealth in Chappaqua, New York, who holds the CFP credential. Samalin Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Samalin Wealth |
|---|---|
| Based in | Chappaqua, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $490.5M across 1,289 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY, TX · CRD 2599387 |
| Exams passed | Series 63 (1995) · Series 65 (2011) |
| Firm size | 13 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.samalinwealth.com |
How Thomas's firm compares
- Samalin Wealth's average account is about $381,000, from its Form ADV (assets managed divided by 1,289 accounts).
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Questions about Thomas
Is Thomas Beattie a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Samalin Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Samalin Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Thomas Beattie based?
Thomas Beattie is based in Chappaqua, New York.
What credentials does Thomas Beattie hold?
Thomas Beattie holds the CFP credential.
Is Thomas Beattie registered with the SEC?
Yes. Thomas Beattie is registered as an investment adviser representative in NY and TX (CRD 2599387), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Samalin Wealth manage?
Samalin Wealth reports $490.5M across 1,289 accounts in assets under management.
How do I contact Thomas Beattie?
Through Thomas's website, www.samalinwealth.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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