Delbert Smith is a CFP, ChFC-designated registered investment advisor at Certified Advisory CORP, based in Altamonte Springs, FL, with 21 years of industry experience. Delbert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,496 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee not to exceed 1.5%. Minimum quarterly fee of $250. Fees are negotiable. For automated investment advisory services through Betterment, the annual fee is an asset-based fee not to exceed 1.50%, shared between Certified Advisory Corp and Betterment.
Fee Estimator
Location
1111 Douglas Avenue, Altamonte Springs, FL, 32714
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Certified Advisory CORP
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Allstate Financial Services, LLCBroker
State Farm Vp Management CORP.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Waddell & Reed, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.