# Brian Smith

> Brian Smith is a fee-only financial advisor at Southeast Financial Advisors in Greenville, South Carolina. Brian focuses on retirement planning and estate & legacy planning. Southeast Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Southeast Financial Advisors
- **Based in:** Greenville, South Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $133.0M across 656 accounts
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 2394812 (https://adviserinfo.sec.gov/individual/summary/2394812)
- **SEC registration:** Investment adviser representative in LA, NC, SC
- **Exams passed:** Series 63 (1993), Series 65 (1998)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.southeastfinancialadvisors.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Southeast Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brian charge for financial advice?

Brian's firm, Southeast Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Brian Smith based?

Brian Smith is based in Greenville, South Carolina.

### What does Brian specialize in?

Brian's specialties include retirement planning and estate & legacy planning.

### Is Brian Smith registered with the SEC?

Yes. Brian Smith is registered as an investment adviser representative in LA, NC and SC (CRD 2394812), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Southeast Financial Advisors manage?

Southeast Financial Advisors reports $133.0M across 656 accounts in assets under management.

### How do I contact Brian Smith?

Through Brian's website, www.southeastfinancialadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2394812): 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://southeastfinancialadvisors.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.