# Brandon Smith

> Brandon Smith is a fee-only financial advisor at Flywheel Private Wealth in Los Altos, California, who holds the CFP credential. Brandon focuses on estate & legacy planning. Flywheel Private Wealth reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/brandon-smith-5053905/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Flywheel Private Wealth
- **Based in:** Los Altos, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $415.0M across 285 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning
- **CRD:** 5053905 (https://adviserinfo.sec.gov/individual/summary/5053905)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2006)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.flywheelpw.com

## Frequently asked questions

### Is Brandon Smith a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Flywheel Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brandon charge for financial advice?

Brandon's firm, Flywheel Private Wealth, reports charging a percentage of assets on its SEC Form ADV.

### Where is Brandon Smith based?

Brandon Smith is based in Los Altos, California.

### What does Brandon specialize in?

Brandon's specialties include estate & legacy planning.

### What credentials does Brandon Smith hold?

Brandon Smith holds the CFP credential.

### Is Brandon Smith registered with the SEC?

Yes. Brandon Smith is registered as an investment adviser representative in CA (CRD 5053905), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Flywheel Private Wealth manage?

Flywheel Private Wealth reports $415.0M across 285 accounts in assets under management.

### How do I contact Brandon Smith?

Through Brandon's website, www.flywheelpw.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5053905): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.flywheelpw.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.