Elizabeth Bruer
Smith Bruer · Colorado Springs, Colorado
Elizabeth Bruer is a fee-only financial advisor at Smith Bruer in Colorado Springs, Colorado, who holds the CFP, CIMA and MBA credentials. Smith Bruer reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Smith Bruer |
|---|---|
| Based in | Colorado Springs, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $238.5M across 458 accounts |
| Credentials | CFP · CIMA · MBA |
| SEC registration | Investment adviser representative in CO, FL, TX · CRD 7662226 |
| Exams passed | Series 65 (2022) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | smithbruer.com |
| Profile |
How Elizabeth's firm compares
- Smith Bruer's average account is about $521,000, from its Form ADV (assets managed divided by 458 accounts).
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Questions about Elizabeth
Is Elizabeth Bruer a fee-only financial advisor?
Yes. Elizabeth Bruer is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Elizabeth's firm.
How does Elizabeth charge for financial advice?
Elizabeth's firm, Smith Bruer, reports charging a percentage of assets on its SEC Form ADV.
Where is Elizabeth Bruer based?
Elizabeth Bruer is based in Colorado Springs, Colorado.
What credentials does Elizabeth Bruer hold?
Elizabeth Bruer holds the CFP, CIMA and MBA credentials.
Is Elizabeth Bruer registered with the SEC?
Yes. Elizabeth Bruer is registered as an investment adviser representative in CO, FL and TX (CRD 7662226), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Smith Bruer manage?
Smith Bruer reports $238.5M across 458 accounts in assets under management.
How do I contact Elizabeth Bruer?
Through Elizabeth's website, smithbruer.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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