Advisor at Sunlight Peaks Financial Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sunlight Peaks Financial Partners, LLC
Location
Sparks, MD
Credentials
Series 65
Industry experience
3 years
Sam Beritela is a financial advisor at Sunlight Peaks Financial Partners, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Sunlight Peaks since 2021, following prior roles including a year at WMS Partners and periods of self-employment. Outside of advising, Beritela is involved with Outlier Realty Capital, providing financial and corporate strategy consulting in real estate investment. Sunlight Peaks Financial Partners serves a small, family-oriented client base, typically accredited investors with at least $1 million in investable assets. The firm offers investment consulting, private investment sourcing, and financial planning through a non-discretionary, consultative model focused on buy-and-hold strategic asset allocation and detailed due diligence on private funds.
Based on Sunlight Peaks Financial Partners, LLC
Based on Sunlight Peaks Financial Partners, LLC
Flat fees range from $25,000 to $50,000 per year, negotiable based on scope and complexity
Minimum fee: Flat fees generally ranging from $25,000 to $50,000 annually, negotiable depending on complexity and scope Fee-only: Flat fee basis for investment recommendations and financial planning services, typically $25,000 to $50,000 annually
Sparks, MD
Arizona · Maryland · Texas
Sunlight Peaks Financial Partners
2021 - Present (5 years)
Self-employed
2018 - Present (8 years)
WMS Partners
2017 - 2018 (1 year)
Self-employed
2015 - 2017 (2 years)
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Bank
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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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