The Flat Fee Revolution™ is offered through our Florida office in Summerfield, serving The Villages and Central Florida.
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About Bruce J. Smith III

Navy veteran, fiduciary, author and longtime radio host. Slowed down, but not stopped.

My career started in 1978 in the U.S. Navy’s nuclear power program, aboard fleet ballistic-missile submarines. Then came the cleanup at Three Mile Island and work at Peach Bottom. That is where I learned that the details nobody notices are usually the ones that matter most.

In 1986 I left nuclear power and founded my own firm. Over 40 years in financial services I worked my way from broker to vice chairman of a public broker-dealer, served on advisory boards for insurance and investment companies, and for more than 30 years have worked as a fiduciary, legally obligated to put clients’ interests first. I have spent more than 50,000 hours inside other families’ retirement plans.

Along the way I became a teacher and a voice. I hosted a financial radio show for 28 years, most of it as Get MORE Retirement®, along with television, video podcasts and other media. I wrote the Inside Your Retirement education series, including an Amazon #1 Best Seller in 2018, and brought the Flat Fee Revolution™ to Florida on a simple idea: what you pay for advice should not double just because your portfolio does.

Today I live in The Villages and lead The WealthKare Investment Centers, an SEC-registered investment adviser with offices in Florida and Pennsylvania. I meet with four new families a week, because I enjoy it.

Signature of Bruce J. Smith III
Bruce J. Smith III
1978 to 1984
U.S. Navy nuclear power program; USS Florida (SSBN-728) and USS Sam Rayburn (SSBN-635)
1984 to 1986
Three Mile Island recovery and Peach Bottom Atomic Power Station
1986
Founded his first financial firm
1997
The WealthKare Investment Centers
2018
Amazon #1 Best Seller
Today
The Villages, Florida