UBS Financial Services
47yrs
Top advisor by experience in Phoenix
11yrs
Samuel Olson is a fiduciary financial advisor in Phoenix, Arizona, with 11 years in the industry. After two years at Secured Retirement Advisors and a year at Strategy Financial Group, Samuel joined Bonsai Financial in 2019, a firm offering investment management and selecting outside investment managers. Bonsai Financial reports being paid through a percentage of assets and hourly fees.
One of 1701 advisors with offices in Phoenix, and one of 1591 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?11 years in the industry
OfficePhoenix, AZ
FirmBonsai Financial
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$110,482
Advisors at the firm2
States licensed ?1 state
Services through Bonsai Financial
Investment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2019 – nowBonsai FinancialCurrent firm
- Dec 2017 – Aug 2019Secured Retirement Advisors, LLCPreviously
- Sep 2016 – Feb 2018Strategy Financial GroupPreviously
Contact Samuel
(602) 343-9309Bonsai Financial main office Phoenix, AZOffice · Get directions Firm websitebonsaifinancial.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Samuel
Tailored to Samuel’s registration and firm.
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Samuel
How do I contact Samuel?
Call Bonsai Financial at (602) 343-9309 and ask for Samuel Olson. Samuel works from the Phoenix, AZ office.
How long has Samuel been a financial advisor?
Samuel has been in the industry since 2016, about 11 years. 11 years in the industry.
What licenses does Samuel hold?
Series 65. Tap any license on this page to see what it allows.
Is Samuel a fiduciary?
Samuel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Samuel paid?
Bonsai Financial reports being paid by a percentage of the assets they manage, hourly fees. Ask Samuel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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