The Retirement Smith LLC

Overview

The Retirement Smith LLC is an independent, Virginia-registered investment advisory firm organized as an LLC and owned by an individual. The firm focuses on working with individual and family clients, offering fee arrangements that include a percentage-of-AUM component as well as hourly, fixed-fee and other billing options. Its advisory services center on financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and educational seminars or workshops. The firm identifies itself as a capital allocator and maintains an industry affiliation with an insurance company. The firm does not describe itself as an active ESG investor and does not operate as a multi‑state or pension consulting practice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices