Traditions Wealth Advisors, LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$83,113,000
Clients
75
Advisors
2
of 11 employees
About
Traditions Wealth Advisors serves individual clients — including high net worth individuals — as well as trusts, estates, and small businesses, offering comprehensive financial planning, wealth management, and customized investment management. The two-advisor firm manages approximately $94.8 million across roughly 75 client relationships.
The firm’s investment approach emphasizes strategic asset allocation using a core-and-satellite framework, implemented largely with no-load institutional mutual funds and exchange-traded funds, and, when appropriate, third-party money managers. Traditions typically manages the majority of client accounts on a non-discretionary basis — consulting with clients before trades — while accepting limited powers of attorney for select discretionary mandates and conducting semiannual account reviews.
What is notable about Traditions relative to peers is its regular production of periodicals, special reports, and investment charts and its provision of educational seminars and workshops to clients. The firm also maintains affiliated entities that support financial literacy and institutional stewardship (Spirit Stewardship Ministries and Spirit Fiduciary Partners), reflecting an organizational emphasis on education and pro bono endowment advising that is uncommon among similarly sized advisers.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.75% $2,000,000 - $5,000,000: 0.50% $5,000,000+: 0.25%
$250 per hour with a $5,000 minimum
Retainer fee arrangement available; minimum fee $5,000
Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee through assets under management fee or retainer fee Fee-only: Fee-only financial planning and investment management firm; no third-party compensation received
Main office
2700 Earl Rudder Frwy S., Suite 2600
College Station TX 77845-5037
Advisors at this office
2
Most active in
Louisiana · Texas
Also doing business as
Brien L. Smith, Cfp · Smith, Brien Louis · Spirit Fiduciary Partners · Spirit Stewardship Ministries · Traditions Wealth Advisors, LLC.
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
Brien S
CFP®, Series 63
College Station, TX
Traditions Wealth Advisors, LLC.
Brien Smith is a CFP® professional with 30 years of industry experience, currently serving as the sole advisor at Traditions Wealth Advisors, LLC. He has led Traditions Wealth Management since 2004. In addition to his advisory role, Smith owns Spirit Fiduciary Partners, managing assets for church, private, and nonprofit foundations, and Spirit Stewardship Ministries, where he provides financial stewardship education primarily through church congregations. Traditions Wealth Advisors offers personalized financial planning and wealth management services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm uses a strategic core-and-satellite asset allocation approach with a consultative, primarily non-discretionary management style, and supports client education through published materials and outreach programs.
Noel W
CFP®, Series 66
College Station, TX
Traditions Wealth Advisors, LLC.
Noel Woolverton III is a CFP® with 24 years of industry experience, currently serving at Traditions Wealth Advisors, LLC where he has worked since 2014. He also has a concurrent role with Paragon Virtues, LLC dating back to 2009. Traditions Wealth Advisors serves individual clients, including high net worth individuals, as well as trusts, estates, and small businesses, providing comprehensive financial planning, wealth management, and customized investment management. The firm emphasizes a strategic asset allocation approach using no-load institutional mutual funds and ETFs, and is noted for its educational periodicals, workshops, and affiliated entities supporting financial literacy and pro bono endowment advising.
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