Advisor at United Capital Financial Advisors
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
United Capital Financial Advisors
Location
Scottsdale, AZ 85254
Credentials
CFP®, Series 65
Industry experience
7 years
Samuel Schlesinger is a CFP® with seven years of experience in the financial services industry. He has been with United Capital Financial Advisors since 2017 and previously worked at Raymond James and the University of Arizona. Based in Scottsdale, AZ, he holds a Series 65 license. United Capital Financial Advisors serves a diverse client base nationally, including individual investors, corporations, retirement plans, and charitable organizations. The firm offers discretionary portfolio management using asset-allocation models, access to third-party managers, and customized strategies including ESG and faith-based options, supported by proprietary technology and ongoing monitoring.
Based on United Capital Financial Advisors
Based on United Capital Financial Advisors
Financial Planning fees can be negotiated as flat fees, ranging typically from $2,500 to $55,000 per year.
$0 - $500,000: 1.50% $500,000 - $2,000,000: 1.25% $2,000,000 - $5,000,000: 1.15% $5,000,000 - $10,000,000: 1.00% $10,000,000+: 0.85%
Commissions received on insurance products and variable annuities sold through affiliated broker-dealer and insurance agencies; commissions vary by product and arrangement.
Hourly fees historically ranged from $200 to $500 per hour for Financial Planning services (prior to March 31, 2020).
Account minimum: $500,000 Fee-only: Financial Planning fees typically between $2,500 and $55,000 per year, paid quarterly in advance; fees negotiated and can be higher or lower; prior to March 31, 2020, some clients paid hourly fees between $200 and $500 per hour.
16427 North Scottsdale Road, Suite 395
Scottsdale, AZ 85254
Arizona
United Capital Financial Advisors, Llc
2017 - Present (9 years)
UnEmployed
2017 - 2017 (1 year)
Raymond James
2016 - 2016 (1 year)
University Of Arizona
2014 - 2017 (3 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 63, Series 66
Scottsdale, AZ
Echelon Private Wealth LLC
Series 65
Phoenix, AZ
Betts LLC
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
Series 63, Series 65
Scottsdale, AZ
Karpinski Financial, LLC
Series 65
Scottsdale, AZ
DeGreen Private Wealth, LLC
Series 65
Scottsdale, AZ
zQuant Advisory, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
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")