Invest Smart USA, Inc.

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Client assets under management

$45,306,532

Clients

16% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$514,847

About

Invest Smart USA, Inc. provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts, small businesses and employer‑sponsored retirement plans. The firm operates as a fee‑only adviser and offers ongoing portfolio supervision, retirement‑plan advisory, participant education, and assistance with retirement account rollovers.

Portfolios are constructed around each client’s objectives, time horizon and risk tolerance, with asset allocation and security selection across stocks, mutual funds, ETFs, fixed income and options. The firm combines fundamental, technical and quantitative analysis and may use artificial intelligence and other automated tools to support research and operational tasks, with human review required before recommendations or trades are implemented.

Noteworthy aspects include use of a third‑party platform to manage held‑away retirement accounts on a discretionary basis without taking custody, and a company retirement practice that evaluates broad fund menus (including access to more than 13,000 funds) and provides participant education and on‑site meetings. The firm also offers limited tax preparation services as a separate arrangement and may employ options‑based hedging and other complex option strategies, subject to client direction.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner

Fee options

Percentage

$0 - $9,999: Flat fee of $10 per month per Household $10,000+: 0.10% to 1.50% annually, negotiable based on assets and client circumstances

Other

Account minimum: $10,000 Minimum fee: $10 per month for Individual/Household assets below $10,000 Fee-only: Fee-only basis, based on percentage of assets under management or flat monthly fee for accounts under $10,000

Main office location

Invest Smart USA, Inc.

7440 E Pinnacle Peak Road, Suite 144

Scottsdale AZ 85255, United States

Number of offices

Most active in

Arizona · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website 480-389-0111

Advisors at this firm

Robert S

Series 65

Scottsdale, AZ

Invest Smart USA, Inc.

Robert Stock is a financial advisor at Invest Smart USA, Inc. in Scottsdale, AZ, holding a Series 65 designation and bringing 10 years of industry experience. He has been with Invest Smart USA, Inc. since 2016. Outside of advisory work, he is the managing partner of Creative Performance, LLC, a consulting and contracting holding company, though he currently devotes no time to this business. Invest Smart USA, Inc. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and quantitative analysis, including artificial intelligence tools, to construct portfolios tailored to clients’ objectives, and offers services such as ongoing portfolio supervision, retirement-plan advisory, and participant education.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner

Odell B

ChFC®, Series 63, Series 65

Scottsdale, AZ

Invest Smart USA, Inc.

Odell Berry Jr. is a financial advisor with Invest Smart USA, Inc. in Scottsdale, AZ, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 18 years of industry experience and has been with Invest Smart USA since 2013. Invest Smart USA, Inc. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and employer-sponsored retirement plans. The firm employs a combination of fundamental, technical, and quantitative analysis, including the use of artificial intelligence tools, to construct portfolios tailored to clients’ objectives, time horizons, and risk tolerance.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner

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