Cory Smith
Financial life planning for business owners and the childfree community.
Discretionary Inc. · Reno, Nevada
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.
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Specialties
Who they serve
- HENRY (High Earners, Not Rich Yet)
- High earners
- Founders
- Early-career professionals
- Pre-retirees
- Real estate investors
- Executives
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.
Services
- Asset Allocation
- Cash Flow Planning
- College/Education Planning
- Education Planning
- Exit Planning
- Family Wealth Transfer
- Financial Planning
- Insurance Planning
- Investment Management
- Liquidity & Exit Planning
- Estate Planning
- Portfolio Rebalancing
- Retirement Planning
- Social Security Planning
- Tax Strategy
- Wealth Management
- Risk Management
- Portfolio Management
- Life Transition Planning
- Insurance/Risk Management
- Financial Advice & Coaching
- ESG/Impact Investing
- Debt Management
- Charitable Giving
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 | Under $25M |
| Firm founded | 2024 |
| Firm size | 1 employee |
| Investment approach | Blend of both |
| SEC registration | Investment adviser representative in NV · CRD 6253636 |
| Exams passed | Series 66 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.discretionaryinc.com |
| Profile |
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Questions about Cory
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Discretionary Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 25, 2026.
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