Cory James Smith
Advisor at Discretionary Inc. — Reno, NV
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
9 years
Location
Reno, NV 89511
Discretionary Inc.
Independent
Total advisors
1Clients per advisor
10 LowAvg AUM per client
$140,000 Very LowHNW client ratio
0% LowCory Smith is a financial advisor at Discretionary Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including Gross Domestic Product, Inc., Clear Creek Financial Management, LLC, and Northwestern Mutual Wealth Management Company. Discretionary Inc. provides tailored investment management and financial planning services to individuals, couples, high-net-worth households, charitable organizations, and businesses. The firm combines fundamental, technical, cyclical, and charting analysis to implement portfolios using a mix of passive and active vehicles and offers both discretionary portfolio management and various financial planning engagements.
Based on Discretionary Inc.
Based on Discretionary Inc.
Financial Planning fixed fees: Standard $5,000 initial plan; Business Owner $7,500 initial plan
$0.00 - $1,000,000.00: 1.20% $1,000,000.01 - $3,000,000.00: 1.00% $3,000,000.01+: 0.50%
$350 per hour with 2-hour minimum for limited financial planning services
Ongoing Financial Planning quarterly fees: Standard $2,000/quarter; Business Owner $3,000/quarter
Account minimum: $250,000 Fee-only: Financial Planning fixed fees starting at $5,000 for initial plan, ongoing quarterly fees $2,000-$3,000 for standard/business owner plans; hourly financial planning at $350/hour with 2-hour minimum
Reno, NV
5470 Kietzke Lane
Reno NV 89511
Advisors at this office
1
Nevada
9 years of industry experience
Discretionary Inc.
2024 - Present • 2 years
Glendale, CO
Gross Domestic Product, Inc
2023 - 2024 • 1 year
Playa Del Rey, CA
Clear Creek Financial Management, LLC
2021 - 2023 • 2 years
Colfax, CO
Traverse Planning
2019 - 2021 • 2 years
Colfax, CO
Northwestern Mutual Wealth Management Company
2019 - 2019 • 1 year
Milwaukee, WI
Royce Zimmerman
2018 - 2019 • 1 year
Denver, CO
Northwestern Mutual Investment Services LLC
2018 - 2019 • 1 year
Denver, CO
Unemployed
2018 - 2018 • 1 year
Denver, CO
RemoteLink Solutions
2017 - 2018 • 1 year
San Diego, CA
MSI Securities
2015 - 2017 • 2 years
San Diego, CA
Edward Jones
2013 - 2015 • 2 years
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)