Smartplan Investing

Overview

Smartplan Investing is an independent registered investment adviser operating as a corporation and owned by an individual. The firm focuses on serving individual and family clients, emphasizing financial planning and investor education through seminars and workshops. Public data lists the firm’s fee structure as “Other” and indicates it is not an active ESG investor, not a multi-state registered adviser (SEC registration year not listed), and does not act as a capital allocator, pension consultant, or related adviser. The firm maintains an industry relationship with accounting professionals, which suggests coordinated tax and planning workflows with accountants rather than in-house tax services. The adviser’s operational profile points toward a planning-centered practice that supplements core advisory work with educational outreach.

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Location & Offices