TrueAdvisor
TrueAdvisor
AS
CFP
AS
CFP

Angela Smith

Maslow Wealth Advisors
16 Years of Experience
Austin, TX
View SEC Summary
View SEC Summary

Angela Smith is a CFP-designated registered investment advisor at Maslow Wealth Advisors, based in Austin, TX, with 16 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 395 clients with $2.8B in assets under management.

Maslow Wealth Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
395 clients
Average Client Portfolio
$7.2M average
Assets Under Management
$2.8B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Annual fee will not exceed 1.00% and is subject to a $10,000 minimum annual fee. Fees are individually negotiated based on portfolio size and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1601 South Mo Pac Expressway, Suite 125D, Austin, TX, 78746

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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

Angela is a passive investor in 13-4 Whiskey D LLC (since 2022) and 13-4 Whiskey LLC (since 2021), both investment companies. She dedicates minimal time to these activities.

Employment History
Current Registrations
Maslow Wealth Advisors
June 2017 - Present · 9 yrs 4 mos
Previous Registrations
Snow Garrett Wealth Management
January 2015 - June 2017 · 2 yrs 5 mos
LPL Financial LLCBroker
October 2012 - May 2017 · 4 yrs 7 mos
LPL Financial LLC
October 2012 - January 2016 · 3 yrs 3 mos
Chase Investment Services CORP.
January 2012 - September 2012 · 8 mos
Chase Investment Services CORP.Broker
July 2010 - September 2012 · 2 yrs 2 mos
State Registrations1 state
TX
Advisor

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.
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