Brenton Smith
Minich MacGregor Wealth Management · Albany, New York
Brenton Smith is a fee-only financial advisor at Minich MacGregor Wealth Management in Albany, New York, who holds the CFP credential. Brenton focuses on retirement planning. Minich MacGregor Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Minich MacGregor Wealth Management |
|---|---|
| Based in | Albany, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | Typically works with clients with $500,000 or more |
| Works virtually | Yes |
| Assets under management | $722.9M across 2,845 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 6030661 |
| Exams passed | Series 63 (2012) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.minichmacgregor.com |
How Brenton's firm compares
- Minich MacGregor Wealth Management's average account is about $254,000, from its Form ADV (assets managed divided by 2,845 accounts).
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Questions about Brenton
Is Brenton Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brenton holds no broker registration, and Minich MacGregor Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brenton charge for financial advice?
Brenton's firm, Minich MacGregor Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Brenton charge?
According to Minich MacGregor Wealth Management's website, checked October 30, 2026: typically works with clients with $500,000 or more.
Does Brenton work with clients virtually?
Yes. Minich MacGregor Wealth Management says on its website that it works with clients remotely.
Where is Brenton Smith based?
Brenton Smith is based in Albany, New York.
What does Brenton specialize in?
Brenton's specialties include retirement planning. Brenton works with pre-retirees and retirees.
What credentials does Brenton Smith hold?
Brenton Smith holds the CFP credential.
Is Brenton Smith registered with the SEC?
Yes. Brenton Smith is registered as an investment adviser representative in NY (CRD 6030661), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Minich MacGregor Wealth Management manage?
Minich MacGregor Wealth Management reports $722.9M across 2,845 accounts in assets under management.
How do I contact Brenton Smith?
Through Brenton's website, www.minichmacgregor.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
- Minich MacGregor Wealth Management 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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