Smart Financial Group, LLC

Overview

Smart Financial Group, LLC is a small, individually owned limited liability company that combines insurance brokerage with advisory work. The firm offers financial planning services and performs selection of other advisers, and it reports functioning as a capital allocator. Its fee structure includes fixed fees and other fee arrangements. The firm does not identify as an active ESG investor, is not registered as a multi-state adviser, is not a pension consultant, and is not listed as a related adviser.

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Investments & Alternatives

Location & Offices