Sample Financial Solutions, LLC

Overview

Sample Financial Solutions, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on financial planning and portfolio management for individual and family clients as well as small businesses. Its advisory model combines percentage-of-AUM billing with hourly and fixed-fee engagements, supporting both ongoing portfolio oversight and project-based planning work. Investment activity centers on pooled public vehicles—primarily mutual funds—rather than direct, concentrated equity bets. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. It supplements public-market exposure with allocations to third-party real estate managers and uses insurance products where appropriate for client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices