SMART FINANCIAL GROUP, LLC

Overview

Smart Financial Group, LLC is organized as a limited liability company with individual ownership. The firm operates primarily as an insurance broker and provides advisory services focused on financial planning and the selection of other advisers. Its fee framework includes fixed fees and unspecified other fee arrangements. FINTRX classifies the firm as a capital allocator, although the adviser classification is listed as unclassified and the year of SEC registration is not provided. The profile indicates the firm does not identify as an active ESG investor, is not a multi-state adviser, and is not documented as newly formed. It does not list pension consulting or related-adviser activities among its capabilities.

Investments & Alternatives