SW
SW

Samuel Gill Warner

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
605 advisors
Number of Clients
31,333 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$60.3B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$800
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Location

124 N.W. 10th St, Oklahoma City, OK, 73103

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History

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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Other Business Activities

Samuel is the CEO/CIO, partner, part-owner, and founder of Warner and Neil Holdings LLC, a real estate investment company. He manages a single-family rental property asset owned by the LLC, dedicating minimal time to this activity.

Employment History
Current Registrations
Mercer Global Advisors INC.
June 2025 - Present · 8 mos
Full Sail Capital, LLC
July 2024 - Present · 1 yr 7 mos
State Registrations1 state
OK
Advisor
Exams
No exam information available for this advisor.