# Cory Smith

> Cory Smith is a fee-only financial advisor at Discretionary Inc. in Reno, Nevada. Cory charges a percentage of assets and a flat fee or retainer (one-time plans from $4,800) and focuses on real estate investors, small business owners and retirement planning.

Page: https://find.wellspent.co/advisors/cory-smith/
Built from public directory listings; last checked April 25, 2026.

## Facts

- **Firm:** Discretionary Inc.
- **Based in:** Reno, Nevada
- **Fee model:** Percentage of assets; Flat fee or retainer
- **Fees (firm's website):** one-time plans from $4,800
- **Assets under management (firm):** Under $25M
- **Specialties:** Real estate investors, Small business owners, Retirement planning, Family wealth transfer, Sustainable & impact investing, Estate & legacy planning
- **Works with:** HENRY (High Earners, Not Rich Yet), High earners, Founders, Early-career professionals, Pre-retirees, Real estate investors, Executives
- **CRD:** 6253636 (https://adviserinfo.sec.gov/individual/summary/6253636)
- **SEC registration:** Investment adviser representative in NV
- **Exams passed:** Series 66 (2013)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** www.discretionaryinc.com

## About

Discretionary inc. is a full service financial life planning firm that works with business owners, entrepreneurs, and the childfree community to help them align their finances to live a life by design.

## Frequently asked questions

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

Yes. Cory Smith is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Cory's firm.

### How does Cory charge for financial advice?

Cory charges a percentage of assets and a flat fee or retainer.

### How much does Cory charge?

According to Discretionary Inc.'s website, checked October 28, 2026: one-time plans from $4,800.

### Where is Cory Smith based?

Cory Smith is based in Reno, Nevada.

### What does Cory specialize in?

Cory's specialties include real estate investors, small business owners, retirement planning, family wealth transfer, sustainable & impact investing and estate & legacy planning. Cory works with HENRY (High Earners, Not Rich Yet), high earners, founders, early-career professionals and pre-retirees.

### Is Cory Smith registered with the SEC?

Yes. Cory Smith is registered as an investment adviser representative in NV (CRD 6253636), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Discretionary Inc. manage?

Discretionary Inc. reports Under $25M in assets under management.

### How do I contact Cory Smith?

Through Cory's website, www.discretionaryinc.com.

## Sources

- Public advisor directory: listed as fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.discretionaryinc.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.