# Derrick Smith

> Derrick Smith is a fee-only financial advisor at Privatus Wealth in Roseville, California. Derrick focuses on retirement planning, tax planning and sustainable & impact investing. Privatus Wealth reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/derrick-smith/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Privatus Wealth
- **Based in:** Roseville, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Performance-based fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $7.2M across 110 accounts
- **Specialties:** Retirement planning, Tax planning, Sustainable & impact investing, Family wealth transfer
- **Works with:** Retirees
- **CRD:** 2697190 (https://adviserinfo.sec.gov/individual/summary/2697190)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1997), Series 65 (2013)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** https://privatuswealth.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Derrick holds no broker registration, and Privatus Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Derrick charge for financial advice?

Derrick's firm, Privatus Wealth, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.

### Where is Derrick Smith based?

Derrick Smith is based in Roseville, California.

### What does Derrick specialize in?

Derrick's specialties include retirement planning, tax planning, sustainable & impact investing and family wealth transfer. Derrick works with retirees.

### Is Derrick Smith registered with the SEC?

Yes. Derrick Smith is registered as an investment adviser representative in CA (CRD 2697190), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Privatus Wealth manage?

Privatus Wealth reports $7.2M across 110 accounts in assets under management.

### How do I contact Derrick Smith?

Through Derrick's website, privatuswealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2697190): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://privatuswealth.com/): specialties, clients served, and fees, checked October 30, 2026

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