Brandon Smith
Professional Financial Management · Bozeman, Montana
Brandon Smith is a fee-only financial advisor at Professional Financial Management in Bozeman, Montana, who holds the CFP credential. Professional Financial Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Professional Financial Management |
|---|---|
| Based in | Bozeman, Montana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $304.1M across 692 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MT, TX · CRD 6469065 |
| Exams passed | Series 65 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.profinancialmgmt.com |
How Brandon's firm compares
- Professional Financial Management's average account is about $439,000, from its Form ADV (assets managed divided by 692 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 Professional Financial Management 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, Professional Financial Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Brandon Smith based?
Brandon Smith is based in Bozeman, Montana.
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 MT and TX (CRD 6469065), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Professional Financial Management manage?
Professional Financial Management reports $304.1M across 692 accounts in assets under management.
How do I contact Brandon Smith?
Through Brandon's website, www.profinancialmgmt.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
- 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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