Firm
Invest Smart USA
Scottsdale, Arizona
Fee-only
Invest Smart USA at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the ChFC.
- Its Form ADV reports 2 employees and 88 individual clients, 14 of them high net worth.
- Its average account is about $217,000 (assets it manages divided by its 209 accounts).
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Scottsdale, Arizona |
|---|---|
| Website | investsmartusa.com |
| [email protected] | |
| Phone | (480) 389-0111 |
Invest Smart USA fees
Invest Smart USA doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $45 million |
| Individual clients | 74 |
| High-net-worth clients | 14 |
| Accounts managed | 209 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | February 18, 2026 |
| SEC record | CRD 168135 |