BS
CFP
BS
CFP

Bryan Smith

29 Years of Experience
Santo, TX
3 DisclosuresBroker

Bryan Smith is a CFP-designated registered investment advisor at Empower Advisory Group, LLC, based in Santo, TX, with 29 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 250,707 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1613 advisors
Number of Clients
250,707 clients
Average Client Portfolio
$635K average
Assets Under Management
$159.1B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.50%
$100K - $250K0.40%
$250K - $400K0.30%
$400K+0.20%

EAG reserves the right to offer discounted fees or waive periodic fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
July 2017
Final
Judgment / Lien
February 2006
Criminal
March 1999
Final Disposition
Employment History
Current Registrations
Empower Advisory Group, LLC
September 2025 - Present · 8 mos
Empower Financial Services, INC.Broker
September 2025 - Present · 8 mos
Empower Financial Services, INC.
September 2025 - Present · 8 mos
Previous Registrations
Charles Schwab & CO., INC.
September 2018 - November 2024 · 6 yrs 2 mos
Charles Schwab & CO., INC.Broker
September 2018 - November 2024 · 6 yrs 2 mos
Strategic Advisers LLC
August 2008 - June 2018 · 9 yrs 10 mos
Fidelity Brokerage Services LLCBroker
December 2005 - June 2018 · 12 yrs 6 mos
Banc of America Investment Services, INC.
October 2004 - November 2005 · 1 yr 1 mo
Banc of America Investment Services, INC.Broker
October 2004 - November 2005 · 1 yr 1 mo
Chase Investment Services CORP.Broker
April 2002 - October 2004 · 2 yrs 6 mos
Chase Investment Services CORP.
March 2002 - October 2004 · 2 yrs 7 mos
First Union Securities, INC.Broker
February 2001 - February 2002 · 1 yr
Dean Witter Reynolds INC.Broker
March 1997 - March 2001 · 4 yrs
Pruco Securities CorporationBroker
October 1994 - March 1996 · 1 yr 5 mos
Murchison Investment Bankers, INC.Broker
July 1994 - November 1994 · 4 mos
State Registrations45 states
AKALARAZCACTDEGAHIIAIDILINKSKYMAMEMIMNMOMSMTNCNDNENHNJNMNVNYOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.