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Samantha Chadwell

Advisor at Equitable Advisors

Updated today

Location

Fairmont, WV 26554

Credentials

Series 63, Series 65

Industry experience

10 years

About

Samantha Chadwell is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Equitable Advisors since 2016 and was previously with Axa Advisors. Chadwell is active in her community, serving as chapter president of PFLAG and holding board positions with the United Way of Marion County Emerging Leaders Advisory Council and the Greater Foundation of Women’s Club 300 in Fairmont, WV. Equitable Advisors provides financial planning and retirement plan support to individual investors, corporations, and charitable organizations, utilizing a hybrid referral and implementation model with access to multiple third-party asset managers and advisory programs.

Client services

Based on Equitable Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Equitable Advisors

Retirement income strategy Social Security optimization

Occupation focus

Based on Equitable Advisors

Founder/Business Owner Retired Executive

Demographic focus

Based on Equitable Advisors

Approaching retirement Baby Boomers (Born 1946-1964)

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Fee options

Percentage

$0+: 0.20% to 2.50% annually (varies by program and asset level; see product-specific minimum and maximum fees) $0+: Financial planning fixed fees: $250 - $25,000 for new plans; $250 - $12,500 for reviews $0+: Financial planning hourly fees: $100 - $400 per hour

Commissions

Variable life and annuity sales commissions and renewal commissions are received in brokerage capacity, not advisory fees.

Project-based

Financial planning hourly fees generally range from $100 to $400 per hour.

Other

Minimum fee: Financial planning fixed fees may range from $250 to $25,000 for new clients; follow-on plan review fees generally range from $250 to $12,500; hourly fees generally range from $100 to $400 per hour. Fee-only: Fee-based financial planning services are offered, including fixed and hourly fees as noted above.

Location

1543 Fairmont Avenue, Suite 207

Fairmont, WV 26554

Most active in

West Virginia

Work history

Equitable Advisors

2016 - Present (10 years)

Axa Advisors, Llc

2016 - 2020 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Todd L

CFP®

Fairmont, WV

Blackwater Financial

I’m a Certified Financial Planner and the founder of Blackwater Financial. I’ve spent a decade working in wealth management and creating financial plans. I’ve worked in firms big and small, and with clients from every walk of life. I’ve served engineers, physicians, graphic designers, attorneys, teachers, college professors, tech workers, blue collar workers and many, many more. I’ve held the titles of Financial Advisor, Team Leader, and Director of Financial Planning. Most importantly, I love what I do and genuinely enjoy coming to work everyday. During the first decade of my career, I became very disenchanted with the way most advisors serve clients who are still in the wealth accumulation stage of life. I created Blackwater Financial to fix this problem.

Business ownership considerations Business exit / sale strategy Tax strategies for small businesses Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Matthew W

CFP®, Series 66

Bridgeport, WV

OneSeven

Matthew Williams is a CFP® certificant with 16 years of industry experience. He is currently with OneSeven, where he has worked since 2023, following an eight-year tenure at Ameriprise Financial Services, Inc. Williams serves on the boards of the Old Town Greens Townhome Association and the West Virginia University Alumni Board in the National Capitol Area. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, typically employing a long-term investment approach with diversified portfolios that may include mutual funds, ETFs, individual securities, alternatives, and private placements.

Private / alternative investments Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)
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Delaina K

Series 63, Series 66

Fairmont, WV

Alden investment Group

Delaina Kucish is a financial advisor with Alden Investment Group, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She previously worked at Edward Jones for over two decades before joining Alden Investment Advisors, LLC and J. Alden Associates, Inc. She is president of The Monumental Basketball Association, a nonprofit organization. Alden Investment Advisors serves individual clients, retirement plans, nonprofits, other advisors, and pooled vehicles with discretionary and non-discretionary portfolio management, retirement-plan advisory, and fee-only financial planning. The firm uses customized asset allocations combining proprietary strategies with third-party managers, delivered primarily through its Alden COVE platform, which integrates multiple technology and service providers and supports unified managed accounts.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Janet M

Series 63, Series 65

Morgantown, WV

Wesbanco Securities, Inc.

Janet Morris is a financial advisor at WesBanco Securities, Inc. with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America, LPL Enterprise, and several WesBanco entities. Outside of her advisory role, she owns OSS2 Shooting & Survival, LLC, a firearms training and strength conditioning business. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and third-party managed solutions, employing a variety of analytical methods and strategies across discretionary and nondiscretionary accounts.

Options & derivatives strategies ESG / Sustainable investing
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Keith R

Series 63, Series 65

Bridgeport, WV

StoneX Advisors Inc.

Keith Ruckman is a financial advisor with StoneX Advisors Inc. in Bridgeport, WV, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with StoneX Advisors Inc. since 2015 and StoneX Securities Inc. since 2014. Outside of his advisory role, he is a member of The Gideons International, assisting with the placement of Bibles and testaments in various community settings. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm employs a range of investment strategies, including proprietary models and third-party money managers, supported by integrated clearing, custody, and lending capabilities as part of StoneX Group.

ESG / Sustainable investing
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Courtney K

Series 66

Fairview, WV

Alden investment Group

Courtney Kucish is a financial advisor at Alden Investment Group with 17 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 15 years. Outside of advising, she serves as secretary for a retail shipping business in Fairmont, WV. Alden Investment Advisors serves individual clients, retirement plans, nonprofits, other advisors, and pooled vehicles with discretionary and non-discretionary portfolio management and fee-only financial planning. The firm uses customized asset allocations combining proprietary strategies and third-party managers, delivered primarily through its Alden COVE platform.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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