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Regan Stuart Smith

Adero Partners, LLC

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About Regan Stuart Smith

Regan Stuart Smith is a financial advisor with over 8 years of experience in the financial services industry. Regan holds the Series 7, Series 66, and SIE licenses, and is a Certified Financial Planner. Regan is currently employed with Adero Partners, LLC where they provide financial planning, insurance solutions, cash management solutions, and portfolio management for individuals. Previously, Regan was employed with Annex Wealth Management in Elm Grove, WI, and Vista Wealth Management in Palo Alto, CA. Regan has a strong background in helping clients achieve their financial goals.

Firm Information

Regan Smith is currently registered with Adero Partners, LLC. Adero Partners, LLC is a registered investment advisor headquartered in Walnut Creek, CA. They provide financial planning, portfolio management for individuals, selection of other advisors, and insurance and cash management solutions. The firm manages over $4 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans.
Adero Partners, LLC

1646 N. CALIFORNIA BLVD.

WALNUT CREEK, CA 94596

$4.04B

Assets Under Management

Not reported

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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insurance solutions, cash management solutions

Insurance solutions, cash management solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Revenue sharing with our affiliate, focus risk solutions

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Regan Smith’s Registration & Firm History

CO

06/30/2023 - Present

Adero Partners, LLC (Denver CO)

WI

11/10/2014 - 06/30/2015

H. BECK, INC. (ELM GROVE WI)

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Licenses & Designations

BOTH

Issued 03/23/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/30/2015

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Regan Stuart Smith.
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