The Retirement Smith LLC

Overview

The Retirement Smith LLC is an independently owned advisory firm organized as an LLC and registered in Virginia. The firm focuses on individual and family clients and describes itself as a capital allocator, combining fee-for-service financial planning with discretionary portfolio management for individuals and small businesses. Its advisory services explicitly include selecting third‑party managers and running educational seminars and workshops. Fees are charged using a mix of percentage of assets under management, hourly billing, and fixed fees. The firm does not present itself as an ESG investor and does not operate as a multi‑state or pension consultant adviser. An insurance company is listed among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices