Smart Financial Group, LLC

Overview

Smart Financial Group, LLC is structured as a limited liability company owned by an individual and positioned primarily as an insurance broker and financial planning adviser. The firm identifies itself as a capital allocator and provides financial planning plus the selection of other advisers rather than operating as a traditional discretionary asset manager. Its fee approach includes fixed fees and other, unspecified fee arrangements. Records indicate the firm is not an active ESG investor and is not identified as a multisate or newly formed adviser; it does not list pension consulting or related-adviser activities.

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Investments & Alternatives

Location & Offices