Bryon
Smith
Planned Asset Management
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About this Advisor
Bryon Smith is a certified financial planner operating out of Agoura Hills, California, with 2 years of industry experience. Smith is on the advisory team at Planned Asset Management. Their career trajectory has included roles at Ubs Financial Services, Inc, Titan Led, Golden Triangle Self Storage, Morgan Stanley, Ubs Financial Sercices, Inc, Rbc Capital Markets, LLC and Planned Asset Management, LLC. Smith has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in California. Planned Asset Management is a firm operating out of Agoura Hills, CA. It oversees $284 million in assets among its 292 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 292 customer accounts, just 10% are held by high-net-worth investors who have more than $1 million in investable assets. Planned Asset Management has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees usually depend on which services are provided. However, fees billed by Planned Asset Management most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Planned Asset Management Brokerage Details
$283,970,000
7
292
$972,500
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Bryon Smith Work History
Bryon has been registered as a financial advisor for 2 years.*
Planned Asset Management, LLC
Ubs Financial Sercices, Inc
Rbc Capital Markets, LLC
Morgan Stanley
Ubs Financial Services, Inc
Golden Triangle Self Storage
Titan Led
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bryon Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Planned Asset Management
Agoura Hills, CA
Agoura Hills, CA
Calabasas, CA
Calabasas, CA
Agoura Hills, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
