Dalton Smith
Evidence Wealth · Bryan, Texas
Dalton Smith is a fee-only financial advisor at Evidence Wealth in Bryan, Texas. Evidence Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Evidence Wealth |
|---|---|
| Based in | Bryan, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $56.8M across 282 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7962161 |
| Exams passed | Series 65 (2024) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | evidencewealth.com |
How Dalton's firm compares
- Evidence Wealth's average account is about $201,000, from its Form ADV (assets managed divided by 282 accounts).
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Questions about Dalton
Is Dalton Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dalton holds no broker registration, and Evidence Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dalton charge for financial advice?
Dalton's firm, Evidence Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Dalton Smith based?
Dalton Smith is based in Bryan, Texas.
Is Dalton Smith registered with the SEC?
Yes. Dalton Smith is registered as an investment adviser representative in TX (CRD 7962161), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Evidence Wealth manage?
Evidence Wealth reports $56.8M across 282 accounts in assets under management.
How do I contact Dalton Smith?
Through Dalton's website, evidencewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bryan
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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