BS
PFS
BS
PFS

Brianne Colleen Smith

6 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
120 advisors
Number of Clients
12,424 clients
Average Client Portfolio
$438K average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

8191 Seaton Place, Montgomery, AL, 36117

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Brianne is the owner, CEO, and president of Brianne C. Smith, CPA, LLC, a CPA firm, since 2016. She dedicates full-time hours to administrative and accounting-related work, with nearly full-time hours during securities trading hours.

Employment History
Current Registrations
The Wealth Consulting Group
June 2025 - Present · 8 mos
Previous Registrations
Rfg Advisory, LLC
October 2019 - June 2025 · 5 yrs 8 mos
State Registrations2 states
ALTX
Advisor
Exams
No exam information available for this advisor.