About Smith Bruer Advisors
Smith Bruer Advisors is a fee-only fiduciary registered investment advisory firm with two office locations: headquarters in Tallahassee, Florida, and a branch in Colorado Springs, Colorado. They offer comprehensive financial planning, wealth management, investment management, tax/estate planning, charitable giving, and 401(k)/defined contribution plans, including 3(38) co-fiduciary services for businesses, institutions, and non-profits. Smith Bruer Advisors serves individuals and families with high net worth, businesses, institutions, and pension/profit sharing plans, specializing in clients with $1M+ in investable assets. As fee-only fiduciaries, they are committed to putting client interests first, offering objective advice, transparent pricing, and customized strategies without commissions or hidden agendas. The firm emphasizes evidence-based investing rooted in empirical research and provides nationwide service with virtual options available.
Website: https://smithbruer.com/
Founded: 2015
Office Locations
- Tallahassee, FL (Headquarters)
- Colorado Springs, CO
Services Offered
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $250.0M