BONNER & SMITH, LLC
SEC RegisteredPlanning Your Future
About the firm
Bonner & Smith, LLC is a fee-only comprehensive financial planning and investment management firm that specializes in active discretionary portfolio management, retirement planning, tax and estate planning. The firm was established in 2007 and currently manages assets for individual investors, corporate profit sharing plans, and trusts.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Integrated financial planning, retirement planning, tax planning, risk assessment, investment management, and estate planning. Services include portfolio design, implementation and reporting, continual monitoring of portfolios, and independent custody of portfolio assets at Fidelity. The firm does not sell products or insurance policies and charges a single bundled fee based on asset size rather than transactions.
Who they serve
Individual investors, corporate profit sharing plans, trusts, corporate retirement plans, and non-profit endowments; with a specialty in federal and oil company employee retirement plans.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 189 | $58M |
| High Net Worth Individuals | 111 | $257M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $250,000 | 1.50% |
| Next $250,000 | 1.10% |
| Next $1,000,000 | 0.80% |
| Next $1,500,000 | 0.70% |
| Next $2,000,000 | 0.60% |
| Next $5,000,000 | 0.50% |
| Above $10,000,000 | 0.40% |
Data as of March 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BONNER & SMITH, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched