Brandon Smith
Flywheel Private Wealth · Los Altos, California
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.
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Specialties
Facts
| Firm | Flywheel Private Wealth |
|---|---|
| Based in | Los Altos, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $415.0M across 285 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5053905 |
| Exams passed | Series 66 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.flywheelpw.com |
| Profile |
How Brandon's firm compares
- Flywheel Private Wealth's average account is about $1.5 million, from its Form ADV (assets managed divided by 285 accounts).
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Questions about Brandon
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Flywheel Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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