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Samuel Buchanan

1 Year of Experience
Clinton, MS

Samuel Buchanan is a registered investment advisor at Mascagni Wealth Management, INC., based in Clinton, MS, with 1 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 693 clients with $370M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
693 clients
Average Client Portfolio
$527K average
Assets Under Management
$365.5M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)

Mascagni Wealth Management provides investment management through a wrap fee program. To learn about the fees for this program, you can request their Wrap Fee Program Brochure.

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Location

205 E. Main Street, Clinton, MS, 39056

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Mascagni Wealth Management, INC.
June 2024 - Present · 1 yr 11 mos
State Registrations2 states
LAMS
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.
Samuel Buchanan - Financial Advisor | TrueAdvisor