Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$207,487,000
Total clients
724
5% high-net worth
Total advisors
8
of 9 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
91
Average account size
$286,584
Smith & Wyatt provides investment advisory and financial planning services to individual clients (including high‑net‑worth individuals) and corporate clients, offering discretionary portfolio management, written financial plans, and estate planning consulting delivered through the Wealth.com platform. Several advisors are also licensed insurance agents and can offer commissionable insurance products in addition to fee‑based advice.
The firm constructs customized portfolios primarily using mutual funds and ETFs, and it may use model portfolios or engage third‑party sub‑advisors to manage portions of client assets while retaining fiduciary oversight and ongoing monitoring and rebalancing. Smith & Wyatt’s methods include fundamental, charting, and cyclical analysis and it tailors allocations to each client’s stated objectives, risk tolerance, and time horizon.
Operating with a team of eight advisors and managing roughly $207 million for about 724 clients, the firm’s multi‑office footprint (five offices) is atypical for teams of this size. It discloses conflicts that arise from insurance commissions and rollover recommendations but notes clients are under no obligation to purchase insurance through affiliated agents, and it relies on Schwab’s institutional platform for custody and execution support.
Financial planning fixed fee (negotiable, varies client to client); estate planning consulting one-time flat fee of $0 to $600 upon signing Client Agreement
0.25% to 1.5% annually (depending on account size and custodian)
Insurance commissions earned by licensed insurance agents affiliated with the firm, separate from advisory fees
$200 per hour for single subject financial planning/general consulting (negotiable)
Fee-only: Fixed fee for financial planning services (negotiable, varies client to client), $200 per hour for single subject consulting services (negotiable)
Smith & Wyatt
511 University Dr. E, Suite 210
College Station TX 77840, United States
Number of offices
5
California · Florida · Illinois · Louisiana · Minnesota · Ohio · Pennsylvania · Texas · West Virginia
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Series 63, Series 65
College Station, TX
Smith & Wyatt
Series 65
College Station, TX
Smith & Wyatt
Series 65
College Station, TX
Smith & Wyatt
CFP®, Series 65
College Station, TX
Smith & Wyatt
Series 65
College Station, TX
Smith & Wyatt
Series 63, Series 65
College Station, TX
Smith & Wyatt
Series 65
Chula Vista, CA
Smith & Wyatt
Series 65
Dublin, OH
Smith & Wyatt
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