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Brien L. Smith, CFP®

Traditions Wealth Advisors

2700 Earl Rudder Frwy S
Ste 2600
College Station, TX 77845
Phone: (979) 694-9100
Fax: (979) 695-0790

Toll-free: (866) 694-9100

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Household Income Minimum: $100,000
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Banking
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Tangible Assets
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Men's Finances
  • Women's Finances

 

How Planner Charges

Considerations: minimum assets and minimum annual fees may be negotiated

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.