Brien Smith
Traditions Wealth Advisors, LLC. · College Station, Texas
Brien Smith is a fee-only financial advisor at Traditions Wealth Advisors, LLC. in College Station, Texas, who holds the CFP credential. Traditions Wealth Advisors, LLC. reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Traditions Wealth Advisors, LLC. |
|---|---|
| Based in | College Station, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $94.8M across 247 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, TX · CRD 1906664 |
| Exams passed | Series 63 (1989) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.traditionswealthadvisors.com |
| Profile |
How Brien's firm compares
- Traditions Wealth Advisors, LLC.'s average account is about $384,000, from its Form ADV (assets managed divided by 247 accounts).
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Questions about Brien
Is Brien Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brien holds no broker registration, and Traditions Wealth Advisors, LLC. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brien charge for financial advice?
Brien's firm, Traditions Wealth Advisors, LLC., reports charging a percentage of assets on its SEC Form ADV.
Where is Brien Smith based?
Brien Smith is based in College Station, Texas.
What credentials does Brien Smith hold?
Brien Smith holds the CFP credential.
Is Brien Smith registered with the SEC?
Yes. Brien Smith is registered as an investment adviser representative in LA and TX (CRD 1906664), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Traditions Wealth Advisors, LLC. manage?
Traditions Wealth Advisors, LLC. reports $94.8M across 247 accounts in assets under management.
How do I contact Brien Smith?
Through Brien's website, www.traditionswealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in College Station
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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