Brian Smith
Southeast Financial Advisors · Greenville, South Carolina
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.
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Specialties
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 | $133.0M across 656 accounts |
| SEC registration | Investment adviser representative in LA, NC, SC · CRD 2394812 |
| Exams passed | Series 63 (1993) · Series 65 (1998) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.southeastfinancialadvisors.com |
| Profile |
How Brian's firm compares
- Southeast Financial Advisors's average account is about $203,000, from its Form ADV (assets managed divided by 656 accounts).
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Questions about Brian
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.
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
- Southeast Financial Advisors 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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