Samuel Lawhon
Advisor at intrua Financial
Updated today
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.
About
Samuel Lawhon is a financial advisor with Intrua Financial in Houston, TX, holding a Series 66 credential and six years of industry experience. He has worked at LPL Financial LLC and Intrua Financial since 2019 and has prior experience in the landscaping industry. Lawhon serves as a Research Assistant at Intrua Financial and is also the Director of Investments at Freedom Wealth Alliance. Intrua Financial provides investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations and offers both discretionary and non-discretionary management options.
Client services
Based on intrua Financial
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on intrua Financial
Retirement plans for business owners (SEP, solo 401k)
Business exit / sale strategy
Wealth management
Fee options
Comprehensive financial plans for fixed fees ranging from $250 to $35,000 (negotiable); annual flat fees for ongoing financial planning (negotiable, prorated).
Up to 2.50% annually (negotiable)
Insurance commissions earned by licensed insurance agents affiliated with the firm.
Up to $250 per hour for financial planning and qualified retirement plan advisory services (negotiable).
Account minimum: $10,000 Fee-only: Asset management fees charged monthly or quarterly in arrears, prorated; financial planning fixed fees $250 to $35,000 (negotiable); hourly fees up to $250.
Location
3737 Buffalo Speedway, Suite 400
Houston, TX 77098
Most active in
Samuel L has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
LPL Financial
2019 - Present (7 years)
Intrua Financial LLC
2019 - Present (7 years)
Yellowstone Landscape
2017 - 2019 (2 years)
All Seasons Landscape
2014 - 2017 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is 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.
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
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.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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