The Personal Wealth Coach
44yrs
Top advisor by experience in Salado
21yrs
Troy Smith is a fiduciary financial advisor in Salado, Texas, with 21 years in the industry. After four years at Charles Schwab & CO., Troy joined Momentum Independent Network in 2013, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 9 advisors with offices in Salado, and one of 7 fiduciaries.
At a glance
Experience21 years (since 2006)
How that compares ?More experience than 67% of advisors in Texas
Office101 Salado Plaza Drive, Salado, TX 76571
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$553,086
Advisors at the firm100
States licensed ?1 state
Services through Momentum Independent Network
Financial planningInvestment management for individuals and small businessesChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2013 – nowMomentum Independent Network Inc.Current firm
- 2008 – 2012Charles Schwab & CO., Inc.Previously
Contact Troy
101 Salado Plaza DriveSalado, TX 76571Office · Get directions Firm main line(214) 859-1800Headquarters: Momentum Independent Network · Dallas, TX
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Questions to ask Troy
Tailored to Troy’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Troy
How do I contact Troy?
Call Momentum Independent Network at (214) 859-1800 and ask for Troy Smith. Troy works from the Salado, TX office.
How long has Troy been a financial advisor?
Troy has been in the industry since 2006, about 21 years. More experience than 67% of advisors in Texas.
What licenses does Troy hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Troy a fiduciary?
Troy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Troy paid?
Momentum Independent Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Troy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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