Fee-only adviser · Chappaqua, NY
Samalin Wealth
Samalin Wealth is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Chappaqua, New York. On its latest Form ADV, filed June 26, 2026, it reports $491M in regulatory assets under management, 539 individual clients and 8 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 142214 · SEC file 801-67465 |
| Office | 297 King Street Chappaqua, NY 10514 |
| Phone | (914) 666-6600 |
| Website | www.samalinwealth.com |
| Regulatory assets under management | $491M ($445M discretionary) |
| Individual clients | 417 non-high-net-worth, 122 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 13 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 26, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Chappaqua
Nearby
- Mount Kisco 2 firms
- Pleasantville 1 firm
- Ossining 1 firm
- Briarcliff Manor 1 firm
- Armonk 5 firms
- Bedford Hills 2 firms
- Croton on Hudson 3 firms
- West Harrison 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Samalin Wealth? Update this listing.