# Glen Smith

> Glen Smith is a fee-only financial advisor at GDS Wealth Management in Flower Mound, Texas, who holds the CFP and CRPC credentials. Glen charges a percentage of assets (0.5%–1.25% a year of assets managed) and focuses on retirement planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/glen-smith/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** GDS Wealth Management
- **Based in:** Flower Mound, Texas
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.5%–1.25% a year of assets managed
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.81B across 4,052 accounts
- **Credentials:** CFP, CRPC
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 4801922 (https://adviserinfo.sec.gov/individual/summary/4801922)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2004), Series 66 (2005)
- **Firm size:** 38 employees
- **Disclosures:** None reported
- **Website:** https://gdswealth.com

## Frequently asked questions

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

Yes. Glen Smith 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 Glen's firm.

### How does Glen charge for financial advice?

Glen charges a percentage of assets.

### How much does Glen charge?

According to GDS Wealth Management's website, checked October 28, 2026: 0.5%–1.25% a year of assets managed.

### Does Glen work with clients virtually?

Yes. GDS Wealth Management says on its website that it works with clients remotely.

### Where is Glen Smith based?

Glen Smith is based in Flower Mound, Texas.

### What does Glen specialize in?

Glen's specialties include retirement planning and estate & legacy planning.

### What credentials does Glen Smith hold?

Glen Smith holds the CFP and CRPC credentials.

### Is Glen Smith registered with the SEC?

Yes. Glen Smith is registered as an investment adviser representative in TX (CRD 4801922), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does GDS Wealth Management manage?

GDS Wealth Management reports $1.81B across 4,052 accounts in assets under management.

### How do I contact Glen Smith?

Through Glen's website, gdswealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/48129): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.gdswealth.com/): specialties, clients served, and fees, checked October 28, 2026

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