Advisor at Capital Square, 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
Capital Square, LLC
Location
Waco, TX 76710
Credentials
CFP®, Series 63, Series 65
Industry experience
32 years
Samuel Simpson is a CFP® with 32 years of industry experience, currently serving as an advisor at Capital Square, LLC since 2017. He previously worked at Bellwether Investment Group, LLC d/b/a Wellspring Advisors, LLC from 2015 to 2017. Outside of his advisory role, he manages a personal real estate business focused on acquisition, development, leasing, and sale of properties. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments. The firm offers retirement planning and portfolio management services tailored to client objectives, managing approximately $393 million in client assets as of December 2024.
Based on Capital Square, LLC
Flat fees for financial planning services, negotiated per client agreement
Hourly rate for financial planning services, negotiated per client agreement
Fee-only: Hourly rate and/or fixed fees for financial planning, negotiable and based on scope and complexity
5006 Lakeland Circle, Suite 101
Waco, TX 76710
Arizona · Louisiana · Texas
Capital Square, LLC
2017 - Present (9 years)
Bellwether Investment Group, LLC d/b/a Wellspring Advisors, LLC
2015 - 2017 (2 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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.
Series 63, Series 65
Waco, TX
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