FAQ

How do I know if I'm a good fit for Sampair Wealth Advisors?

You're a work hard with very little free time/energy, and are looking for a tax-focused financial planner to help you reach your financial goals quicker, more efficiently, and with less headache than you could do on your own.  
 

You want to work with a firm that specializes in working with Mid-and-Late Career (35-55) High Income Earning Individuals and Families with competing financial priorities and important financial goals. 
 

You are looking for a trusted partner to advise you through many life events (buying a home, having children, starting a business, planning to retire, changing jobs, etc...) and would like honest input amid many scenarios.
 

You just want to begin building wealth and saving for retirement.

Is Sampair Wealth Advisors a Fiduciary?

Yes, which means we have a duty to operate in the best interest of each and every client.

• A fiduciary obligation means putting our clients' interests ahead of our own, even when doing so requires difficult conversations or recommendations that may not benefit us directly.

• We believe fiduciary advice is the minimum standard, not a differentiator. Technical expertise, sound judgment, proactive planning, and a genuine commitment to our clients ultimately matter more than a title or regulatory designation.

• Transparency is central to our process. We strive to ensure that clients understand not only our recommendations, but also the reasoning behind them, the tradeoffs involved, and any potential conflicts that may exist.

 The fact that we are a fiduciary is not the reason to hire us. Clients hire us because they trust us to help them pursue their goals with competence, honesty, and integrity.

 As an aside, anyone claiming to be completely free of conflicts is probably oversimplifying reality. We believe the better approach is to minimize conflicts wherever possible and be transparent about those that inevitably exist.

How do you get paid?

We create eMoney financial plans for a flat fee, which varies depending on the complexity of your situation. We make objective, actionable recommendations that you can choose to implement with our firm or anywhere you feel comfortable.

If you would like to become an ongoing advisory client, we charge an asset under management fee for our bundled financial planning and investment management services. Tax planning services are offered by Sampair CPA, and is only available to Sampair Wealth Advisors clients for a separate fee.  

We may receive commissions from some of the elements of your plan that is implemented, and we will provide transparent list of fees prior to opening accounts.