Odell Berry
Invest Smart USA · Scottsdale, Arizona
Odell Berry is a fee-only financial advisor at Invest Smart USA in Scottsdale, Arizona, who holds the ChFC credential. Odell focuses on small business owners. Invest Smart USA reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Invest Smart USA |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $45.3M across 209 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in AZ, TX · CRD 1058895 |
| Exams passed | Series 63 (2006) · Series 65 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.investsmartusa.com |
How Odell's firm compares
- Invest Smart USA's average account is about $217,000, from its Form ADV (assets managed divided by 209 accounts).
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Questions about Odell
Is Odell Berry a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Odell holds no broker registration, and Invest Smart USA reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Odell charge for financial advice?
Odell's firm, Invest Smart USA, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Odell Berry based?
Odell Berry is based in Scottsdale, Arizona.
What does Odell specialize in?
Odell's specialties include small business owners.
What credentials does Odell Berry hold?
Odell Berry holds the ChFC credential.
Is Odell Berry registered with the SEC?
Yes. Odell Berry is registered as an investment adviser representative in AZ and TX (CRD 1058895), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Invest Smart USA manage?
Invest Smart USA reports $45.3M across 209 accounts in assets under management.
How do I contact Odell Berry?
Through Odell's website, www.investsmartusa.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
- Invest Smart USA 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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