Cale Smith
Bastion Fiduciary, LLC · Islamorada, Florida
Cale Smith is a fee-only financial advisor at Bastion Fiduciary, LLC in Islamorada, Florida. Bastion Fiduciary, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Cale →
Facts
| Firm | Bastion Fiduciary, LLC |
|---|---|
| Based in | Islamorada, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $125.2M across 437 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 5525448 |
| Exams passed | Series 65 (2008) |
| Firm size | 7 employees |
| Disclosures | None reported |
How Cale's firm compares
- Bastion Fiduciary, LLC's average account is about $287,000, from its Form ADV (assets managed divided by 437 accounts).
Request an introduction to Cale
Tell Cale a little about what you're looking for. Cale isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Cale
Is Cale Smith a fee-only financial advisor?
Yes. Cale Smith is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Cale's firm.
How does Cale charge for financial advice?
Cale's firm, Bastion Fiduciary, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Cale Smith based?
Cale Smith is based in Islamorada, Florida.
Is Cale Smith registered with the SEC?
Yes. Cale Smith is registered as an investment adviser representative in FL and TX (CRD 5525448), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Bastion Fiduciary, LLC manage?
Bastion Fiduciary, LLC reports $125.2M across 437 accounts in assets under management.
How do I contact Cale Smith?
Contact details aren't on file yet. Search for Bastion Fiduciary, LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Florida
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.