Advisor at Wise Financial Counsel, LLC
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Firm
Wise Financial Counsel, LLC
Location
Fort Washington, MD
Credentials
CFP®, Series 63, Series 65
Industry experience
12 years
Andrea Brashears Sampson is a CFP® professional with 12 years of experience in financial planning. She is the principal of Wise Financial Counsel, LLC and has previously worked at West Financial Services, Inc., Wealthcare Financial Group, Inc., and Omega Wealth Management. Outside of financial advising, she serves as president of GIGS Music Productions, LLC, which promotes songwriting and music distribution, and WE R WISE, Inc., a nonprofit focused on networking and professional development. Wise Financial Counsel, LLC provides fee-only financial planning, counseling, and strategic business planning services to individuals, families, small-business owners, and corporations. The firm emphasizes written financial plans and ongoing counseling rather than asset management or specific securities recommendations, and it offers public seminars and workshops as part of its client services.
Based on Wise Financial Counsel, LLC
Based on Wise Financial Counsel, LLC
Strategic Business Planning fixed fees start at $2,500; Business Coaching fixed fee of $1,200 for six one-hour sessions; Financial Education Services up to $15,000 per one-day workshop.
Focus Based Financial Planning: $200 to $350 per hour; Financial Education Services: $1,000 per hour.
Account minimum: No account minimums; however, minimum annual fees apply (e.g., $1,500 minimum for Financial Planning). Minimum fee: $1,500 minimum for Financial Planning fee, $150/month minimum for Financial Counseling. Fee-only: Fees are charged as hourly rates, fixed fees, or percentage of gross annual income depending on service.
Fort Washington, MD
Maryland · Texas · Virginia
Omega Wealth Management
2020 - 2021 (1 year)
Wealthcare Financial Group, Inc.
2020 - 2020 (1 year)
Wise Financial Counsel, LLC
2017 - Present (9 years)
West Financial Services, Inc.
2014 - 2020 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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