Andrew Quinten Mauss
Advisor at Samara Capital — Beaverton, OR
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.
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.
Credentials
Series 65
Experience Industry experience
2 years
Location
Beaverton, OR 97008
Samara Capital
Supported
Total advisors
3Clients per advisor
30 LowAvg AUM per client
$1,314,534 HighHNW client ratio
24% TypicalAndrew Mauss is a Series 65-licensed financial advisor with one year of industry experience, currently with Samara Capital. Prior to joining Samara, he worked at Strategic Wealth Partners Ltd and has a long background in woodworking as Vice President and Secretary of RLM Woodworking, Inc. He serves on the board of Friends of the Children, a nonprofit organization based in Portland, Oregon. Samara Capital is an SEC-registered investment adviser managing approximately $114 million across 89 client relationships. The firm serves high-net-worth individuals, trusts, retirement plans, and corporations, focusing on strategic asset allocation and long-term holdings with discretionary portfolio management and financial planning services.
Based on Samara Capital
Financial planning fixed fees up to $50,000; retirement plan consulting may have flat fees
Maximum 2.00% annually, fees are negotiable and may include breakpoints based on asset levels
Maximum $500/hour for financial planning, consulting, and retirement plan services
Account minimum: $1,000,000 Minimum fee: Minimum fee of $3,000 for stand-alone financial plan (negotiable) Fee-only: Financial planning fees charged on a fixed or hourly basis; consulting services generally $500/hour
Beaverton, OR
8625 SW Southwest Cascade Ave, Suite 506
Beaverton OR 97008
Advisors at this office
3
Oregon · Texas
2 years of industry experience
Samara Investment Management, LLC
2025 - Present • 1 year
Lake Oswego, OR
Strategic Wealth Partners Ltd
2024 - 2025 • 1 year
Independence, OH
Samara Investment Management, LLC
2024 - 2025 • 1 year
Lake Oswego, OR
UnEmployed
2022 - 2024 • 2 years
Portland, OR
RLM Woodworking, Inc.
2000 - 2022 • 22 years
Forest Grove, OR
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.
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.
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