Samuel Hogan
Advisor at Windemere Advisors, 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.
Advisor at Windemere Advisors, 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.
Location
Valdosta, GA 31602
Credentials
PFS™
Industry experience
10 years
Samuel Hogan is a PFS™ credentialed advisor with over 10 years of experience, currently serving as the sole advisor at Windemere Advisors, LLC. He previously worked at Ashworth Sullivan Wealth Management Group and has maintained his own CPA practice since 2001. Hogan is also a CPA/PFS partner at Plummer Hogan, LLP and acts as trustee for various trusts. Windemere Advisors, LLC is a small independent firm providing discretionary portfolio management, financial planning, and third-party adviser selection primarily to individual and high-net-worth clients. The firm employs modern portfolio theory and a long-term trading approach, managing approximately $23.8 million across 42 accounts with tailored investment policy statements and regular portfolio reviews.
Based on Windemere Advisors, LLC
$0 - $100,000: 1.00% $100,001 - $500,000: 0.85% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.50% $2,000,001 - $3,000,000: 0.45% $3,000,001+: 0.40%
$176 to $225 per hour for financial planning services
2701 Windemere Drive
Valdosta, GA 31602
Alabama · Georgia
Ashworth Sullivan Wealth Management Group
2015 - 2016 (1 year)
Windemere Advisors, LLC
2015 - Present (11 years)
Samuel R. Hogan, CPA, PC
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")