Samuel Soots
Advisor at Timonier
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 Soots is a CFP® professional affiliated with Timonier in Winston Salem, NC. He has been with Timonier Family Office, Ltd. since 2022 and previously worked at Old North State Trust, LLC from 2017 to 2021. Timonier provides discretionary and non-discretionary wealth management to individuals, families, trusts, estates, endowments, charitable organizations, and business entities. The firm combines portfolio management with comprehensive financial, estate, and tax planning, following a multi-generational, family-office approach that emphasizes long-term, structured portfolios and tax efficiency.
Expertise
Based on Timonier
Wealth management
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Real estate investing
Fee options
Flat fee negotiated for Retirement Plan Consulting Services; e.g., $4,000 annually for accounts under $1,000,000.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,500,000: 0.75% $2,500,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.30%
Account minimum: $1,000,000 (may be waived depending on circumstances); $2,000,000 minimum for endowment, trust, and retirement plan consulting services Fee-only: Fee-only advisor; does not receive commissions; fees fully transparent and disclosed.
Location
121 Reynolda Village, Suite B
Winston Salem, NC 27106
Most active in
Samuel S has reported serving >5 clients in these states in the last 12 months.
North Carolina
Work history
Timonier Family Office, Ltd.
2022 - Present (4 years)
Timonier Family Office, Ltd.
2022 - Present (4 years)
Old North State Trust, LLC
2017 - 2021 (4 years)
Unemployed
2017 - 2017 (1 year)
Clean Rental
2017 - 2017 (1 year)
TPC Jasna Polana
2016 - 2016 (1 year)
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:
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.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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Danny F
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Perry C
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Winston Salem, NC
Grand Street Capital Management, L.L.C.
Brett N
Series 65
Winston Salem, NC
Kensington Financial Group, Inc.
Tyler S
CFP®, Series 66
Winston Salem, NC
Dixon and Company Wealth Management, LLC
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