Samuel Atherton is a CFP-designated registered investment advisor at Apella Wealth, based in Reston, VA, with 21 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 8,503 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard annual advisory fee for new client relationships is up to 1.50% of assets under management, with a maximum rate of 1.70% on certain acquired accounts. Fees are negotiable and use a tiered breakpoint structure depending on the agreement.
Fee Estimator
Location
11107 Sunset Hills Road, Suite 220, Reston, VA, 20190
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Apella Wealth
Previous Registrations
Clearlogic Financial, INC.
Ticknor Financial, INC.
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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