Invest Smart USA, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Invest Smart USA, Inc. provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts, small businesses and employer‑sponsored retirement plans. The firm operates as a fee‑only adviser and offers ongoing portfolio supervision, retirement‑plan advisory, participant education, and assistance with retirement account rollovers.
Portfolios are constructed around each client’s objectives, time horizon and risk tolerance, with asset allocation and security selection across stocks, mutual funds, ETFs, fixed income and options. The firm combines fundamental, technical and quantitative analysis and may use artificial intelligence and other automated tools to support research and operational tasks, with human review required before recommendations or trades are implemented.
Noteworthy aspects include use of a third‑party platform to manage held‑away retirement accounts on a discretionary basis without taking custody, and a company retirement practice that evaluates broad fund menus (including access to more than 13,000 funds) and provides participant education and on‑site meetings. The firm also offers limited tax preparation services as a separate arrangement and may employ options‑based hedging and other complex option strategies, subject to client direction.
Client services
Expertise
Occupation focus
Fee options
$0 - $9,999: Flat fee of $10 per month per Household $10,000+: 0.10% to 1.50% annually, negotiable based on assets and client circumstances
Account minimum: $10,000 Minimum fee: $10 per month for Individual/Household assets below $10,000 Fee-only: Fee-only basis, based on percentage of assets under management or flat monthly fee for accounts under $10,000
Main office
7440 E Pinnacle Peak Road, Suite 144
Scottsdale AZ 85255
Advisors at this office
2
Most active in
Arizona · Texas
Also doing business as
Invest Smart Usa, Inc. · Keefe, Cynthia Jeanne · Odell Berry, Jr. · Robert O Stock
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Robert S
Series 65
Scottsdale, AZ
Invest Smart USA, Inc.
Robert Stock is a financial advisor at Invest Smart USA, Inc. in Scottsdale, AZ, holding a Series 65 designation and bringing 10 years of industry experience. He has been with Invest Smart USA, Inc. since 2016. Outside of advisory work, he is the managing partner of Creative Performance, LLC, a consulting and contracting holding company, though he currently devotes no time to this business. Invest Smart USA, Inc. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and quantitative analysis, including artificial intelligence tools, to construct portfolios tailored to clients’ objectives, and offers services such as ongoing portfolio supervision, retirement-plan advisory, and participant education.
Odell B
ChFC®, Series 63, Series 65
Scottsdale, AZ
Invest Smart USA, Inc.
Odell Berry Jr. is a financial advisor with Invest Smart USA, Inc. in Scottsdale, AZ, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 18 years of industry experience and has been with Invest Smart USA since 2013. Invest Smart USA, Inc. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and employer-sponsored retirement plans. The firm employs a combination of fundamental, technical, and quantitative analysis, including the use of artificial intelligence tools, to construct portfolios tailored to clients’ objectives, time horizons, and risk tolerance.
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