Bryan Smith
Infinite Wealth Advisors · Mooresville, North Carolina
Bryan Smith is a fee-only financial advisor at Infinite Wealth Advisors in Mooresville, North Carolina, who holds the CFP credential. Bryan focuses on retirement planning, estate & legacy planning and small business owners. Infinite Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Infinite Wealth Advisors |
|---|---|
| Based in | Mooresville, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $404.3M across 584 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, FL, OH, TX, WA · CRD 2324786 |
| Exams passed | Series 66 (2006) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.infinitewealthadvisors.com |
| Profile |
How Bryan's firm compares
- Infinite Wealth Advisors's average account is about $692,000, from its Form ADV (assets managed divided by 584 accounts).
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Questions about Bryan
Is Bryan Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bryan holds no broker registration, and Infinite Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bryan charge for financial advice?
Bryan's firm, Infinite Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bryan Smith based?
Bryan Smith is based in Mooresville, North Carolina.
What does Bryan specialize in?
Bryan's specialties include retirement planning, estate & legacy planning and small business owners. Bryan works with retirees and pre-retirees.
What credentials does Bryan Smith hold?
Bryan Smith holds the CFP credential.
Is Bryan Smith registered with the SEC?
Yes. Bryan Smith is registered as an investment adviser representative in AZ, FL, OH, TX and WA (CRD 2324786), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Infinite Wealth Advisors manage?
Infinite Wealth Advisors reports $404.3M across 584 accounts in assets under management.
How do I contact Bryan Smith?
Through Bryan's website, www.infinitewealthadvisors.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
- Infinite Wealth 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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