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CFP

Samantha Silberstein

Chicory Wealth
8 Years of Experience
Philadelphia, PA
1 Disclosure
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Samantha Silberstein is a CFP-designated registered investment advisor at Chicory Wealth, based in Philadelphia, PA, with 8 years of industry experience. Samantha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 549 clients with $840M in assets under management.

Chicory Wealth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
549 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$840.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $15.0M0.75%
$15M+0.50%

Fees may be negotiable. All accounts in a household are combined. There is an annual minimum fee of $10,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Philadelphia, PA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2021
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Chicory Wealth
August 2026 - Present · 2 mos
Previous Registrations
Motley Fool Wealth Management, LLC
December 2024 - July 2025 · 7 mos
Xypn Invest
August 2024 - December 2024 · 4 mos
Slp Wealth
December 2023 - July 2024 · 7 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
May 2020 - November 2023 · 3 yrs 6 mos
TD Ameritrade, INC.Broker
September 2018 - April 2020 · 1 yr 7 mos
Janney Montgomery Scott LLCBroker
April 2017 - August 2018 · 1 yr 4 mos
Vanguard Marketing CorporationBroker
July 2016 - March 2017 · 8 mos
State Registrations1 state
PA
Advisor

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
No exam information available for this advisor.
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