Smith Bruer
SEC RegisteredFee-Only Fiduciary Advisors Dedicated to Your Wealth, Future, Legacy
About the firm
Smith Bruer is an independent, registered investment advisory firm serving clients nationwide, with offices in Tallahassee, Florida, and Colorado Springs, Colorado. Their mission is to empower clients with the knowledge and guidance to make confident, well-informed financial decisions. As fee-only fiduciary advisors, they are committed to placing client interests at the forefront of every recommendation.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management (growing and preserving wealth, sustaining lifestyle, and creating a lasting legacy through disciplined planning and evidence-based investing) and retirement plan services (pooled employer plan via Smith Bruer United, designed to reduce administrative burden and fiduciary risk).
Who they serve
Clients nationwide seeking wealth management and retirement plan services
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 189 | $54M |
| High Net Worth Individuals | 61 | $119M |
| Charitable Organizations | 20 | $65M |
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.25% |
| Next $1,500,000 | 0.90% |
| Next $2,500,000 | 0.75% |
| Over $5,000,001 | 0.50% |
| Employee Benefit Plans $500,000-$999,999 | 0.75% |
| Employee Benefit Plans $1,000,000-$4,999,999 | 0.50% |
| Employee Benefit Plans $5,000,000-$9,999,999 | 0.40% |
| Employee Benefit Plans $10,000,000-$19,999,999 | 0.30% |
| Employee Benefit Plans Over $20,000,000 | 0.20% |
Data as of March 4, 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. Smith Bruer 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.
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