The Retirement Smith LLC

RIASEC Registered

Total AUM

$18.2M

Discretionary

$18.2M

100% of AUM

Avg account

$161K

Accounts

113

Employees

Advisory reps

Firm details

Headquarters: Fredericksburg, Virginia
CRD number: 312623
Website: www.theretirementsmith.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals80.71%
HNWI19.29%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

The Retirement Smith LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on individual and family clients and provides fee-based financial planning and portfolio management for individuals and small businesses. Its advisory services include selecting third‑party managers and running educational seminars or workshops. The firm charges a mix of percentage-of-AUM, hourly, fixed and other fee arrangements. It does not identify as an active ESG investor and is not registered as a multi‑state adviser or pension consultant.