Brien L. Smith, CFP<sup>®</sup>

Brien L. Smith, CFP^®

Brien L. Smith, CFP<sup>®</sup> - Financial Advisor

Brien L. Smith, CFP^®

Owner

Traditions Wealth Advisors

2700 Earl Rudder Frwy S, Ste 2600
College Station, TX 77845

+ 1 More Location

Traditions Wealth Advisors

107 Firebird Cove
Austin, TX 78734

FINANCIAL ADVISOR'S WEBSITE

www.TraditionsWealthAdvisors.com

(866) 694-9100

+1 More Number

(979) 694-9100

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

minimum annual fees are $5,000. locally and $10,000. out of the immediate College Station area. These fees may be negotiated slightly.

Minimums

HOUSEHOLD INCOME MINIMUM

$100,000

Investable Asset Minimum

$500,000

General

Brien Smith is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Traditions Wealth Advisors in College Station, TX and the surrounding communities.

Financial Advisor Overview

We are a fee only independent CFP practitioners working with a select group of high net worth clients that are serious about accomplishing their financial life goals. We specialize in Retirement and Estate planning with a satellite office in Austin, TX.

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Financial Advisor Experience

Since 1988 I have worked as a true financial planner earning my CFP designation in 1994 and evolving to complete fee only independent fiduciary in 2004.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance: TX
Health/disability insurance: TX

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Tangible Assets, Succession Planning, Long-term Care, Men's Finances, Special Needs, Women's Finances

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Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

minimum annual fees are $5,000. locally and $10,000. out of the immediate College Station area. These fees may be negotiated slightly.

Minimums

HOUSEHOLD INCOME MINIMUM

$100,000

Investable Asset Minimum

$500,000

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