Smith Bruer Advisors, LLC (operating as Smith Bruer, an SEC-registered fee-only fiduciary Investment Adviser and NAPFA-recognized firm, CRD #284508, SEC File #801-116727) is a premier independent retirement income and wealth management practice headquartered at Summit East Technology Park in Tallahassee (32317). Co-founded and led by Co-CEO & Financial Advisor René L. Bruer, CFP®, MBA (CRD #5354585) and Co-CEO & Financial Advisor George Marshall Smith, CIMA® (CRD #2016997), the firm provides strictly commission-free fiduciary guidance to retiring State of Florida agency executives, Florida State University (FSU) and Florida A&M University (FAMU) faculty, and Leon County families—specializing in Florida Retirement System (FRS) DROP and State University System Optional Retirement Program (ORP) rollovers, multi-year Roth conversion modeling, SECURE 2.0 Act Required Minimum Distribution (RMD) sequencing, and CCRC entrance-fee liquidity planning for Westminster Oaks.
Official Verification Sources: SEC Investment Adviser Public Disclosure — Smith Bruer Advisors, LLC (CRD #284508); SEC IAPD Individual Profile — René L. Bruer, CFP®, MBA (CRD #5354585); SEC IAPD Individual Profile — George Marshall Smith, CIMA® (CRD #2016997); Smith Bruer Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-116727; independent fee-only fiduciary Registered Investment Adviser headquartered at 1700 Summit Lake Drive, Suite 102, Tallahassee, FL 32317.
Issuer: CFP Board / Investments & Wealth Institute / SEC
Notes: Led by Co-CEOs René L. Bruer, CFP®, MBA (CRD #5354585) and George Marshall Smith, CIMA® (CRD #2016997).
Factual details and direct answers about Smith Bruer Advisors, LLC (Smith Bruer)'s services, licensing, and credentials.
Is Smith Bruer in Tallahassee a strictly fee-only fiduciary financial advisory firm?
Yes. Smith Bruer Advisors, LLC (CRD #284508, SEC File #801-116727) is an SEC-registered, NAPFA-affiliated fee-only fiduciary RIA. The firm accepts zero commissions, sales loads, or third-party product referral fees, ensuring conflict-free retirement advice for Leon County clients.
How does Smith Bruer assist retiring FSU, FAMU, and State of Florida employees with FRS and ORP accounts?
Co-CEOs René L. Bruer, CFP®, MBA (CRD #5354585) and George M. Smith, CIMA® (CRD #2016997) evaluate Florida Retirement System (FRS) Pension vs. Investment Plan elections, structure tax-efficient Deferred Retirement Option Program (DROP) lump-sum rollovers, and consolidate State University System Optional Retirement Program (ORP) and 403(b)/457(b) accounts into low-cost fiduciary portfolios.
Where is Smith Bruer Advisors located in Tallahassee?
Smith Bruer's Tallahassee headquarters is located in Summit East Technology Park at 1700 Summit Lake Drive, Suite 102, Tallahassee, Florida 32317, just off Mahan Drive (US-90 East) near I-10 and Capital Circle Northeast.
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