Derrick Smith
Privatus Wealth · Roseville, California
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.
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Specialties
Who they serve
- Retirees
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 |
| Assets under management | $7.2M across 110 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2697190 |
| Exams passed | Series 63 (1997) · Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | privatuswealth.com |
How Derrick's firm compares
- Privatus Wealth's average account is about $66,000, from its Form ADV (assets managed divided by 110 accounts).
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Questions about Derrick
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Privatus Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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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