SMITH FINANCIAL LLC

Overview

Smith Financial LLC is organized as a limited liability company that appears to operate as a fee-for-service financial planning and education practice rather than a traditional asset-management RIA. The firm lists financial planning services and delivery of educational seminars or workshops among its advisory activities and charges clients on an hourly or fixed-fee basis rather than through percentage-of-assets fees. Available regulatory notes do not show an SEC registration year, and the firm is classified as “unclassified” in the snapshot data. Smith Financial LLC is not identified as a capital allocator, is not an active ESG investor, is not marked as a multistate adviser, and is not listed as a pension consultant or related adviser.

Assets & Accounts