Brandon Smith is a CFP-designated registered investment advisor at Flywheel Private Wealth LLC, based in Los Altos, CA, with 20 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 121 clients with $420M 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% |
Existing clients may be grandfathered and charged according to their existing fee rate. Fees for programs offered through Wells Fargo Advisors are: Private Advisor Network ($0-$500K: 1.75%, Next $500K: 1.50%, Next $4M: 1.25%, Above $5M: Negotiable), Personalized Unified Managed Account (1.75%), FundSource® (1.50%).
Fee Estimator
Location
4 Main Street, Suite 240, Los Altos, CA, 94022
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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 →Other Business Activities
Brandon owns rental property and is a board member and investment committee member for the Los Altos Rotary Endowment Fund. He spends minimal time on these activities.
Employment History
Current Registrations
Flywheel Private Wealth LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wamu Investments, INC.
Wamu Investments, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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.