SV
CFP

Samantha Craig Vient

6 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
15 advisors
Number of Clients
79,645 clients
Average Client Portfolio
$27K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee

Ellevest charges a single Membership Fee of $12 per month or $129 annually. This fee includes access to the Ellevest Digital Program (inclusive of brokerage and custody services), discounted fees for financial planning services, and access to a "members only" content and education area. Financial planning services are offered for an additional fee, discounted for Membership Service Program Clients. Legacy users pay different fees in accordance with previously agreed upon terms.

Areas of Practice
Financial Planning & CoachingRetirement PlanningSocially Responsible Investing
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Advisor Information

Office location

Costa Mesa, CA

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ellevest
May 2022 - Present · 3 yrs 8 mos
Previous Registrations
Retirable
March 2022 - June 2022 · 3 mos
Ellevest
April 2021 - March 2022 · 11 mos
Origin Financial
February 2021 - March 2021 · 1 mo
Learnvest Planning Services, LLC
January 2013 - June 2013 · 5 mos
Craig Advisors, Incorporated
September 2010 - July 2012 · 1 yr 10 mos
State Registrations3 states
CANYTX
Advisor
Exams
No exam information available for this advisor.