Bryan Smith
Bryan Smith is a CFP-designated registered investment advisor at Naples Wealth Advisors, LLC, based in Fort Myers, FL, with 20 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee is up to 1.00% of assets under management. Fees are negotiable based on the representative, client type, portfolio complexity, and total assets.
Fee Estimator
Location
15050 Elderberry Lane, Fort Myers, FL, 33907
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bryan occasionally consults and/or sells life and health insurance, dedicating a few hours per week to this activity. This activity is not investment related.
Employment History
Current Registrations
Naples Wealth Advisors, LLC
Namcoa
Previous Registrations
UBS Financial Services INC.
Mcdonald Investments INC.
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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