Bret Robinson
Bret Robinson is a registered investment advisor at Smart Money Group, LLC, based in Eastland, TX, with 12 years of industry experience. Bret is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 571 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.30% |
| $1M+ | 1.20% |
Fees are negotiable.
Fee Estimator
Location
106 South Seaman, Eastland, TX, 76448
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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
Bret owns a life and health insurance business and is a licensed insurance agent selling life, disability, health, and LTC insurance. He also works as an IAR and registered representative, dedicating full-time hours to Kennedy Financial Services and Calton & Associates, respectively, and about a quarter of his time to horse training.
Employment History
Current Registrations
Smart Money Group, LLC
Calton & Associates, INC.Broker
Previous Registrations
Calton & Associates, INC.
Vsr Advisory Services
Vsr Financial Services, INC.Broker
State Registrations7 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
More Advisors
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