Firm
Samara Financial
Portland, Maine
Fee-only
Samara Financial at a glance
- One of 40 fee-only firms based in Maine in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 9 individual clients.
- Its average account is about $86,000 (assets it manages divided by its 9 accounts).
Facts
| Based in | Portland, Maine |
|---|---|
| Phone | (207) 200-7727 |
Samara Financial fees
Samara Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $1 million |
| Individual clients | 9 |
| Accounts managed | 9 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | January 27, 2022 |
| SEC record | CRD 288772 |