Overview
Assets Under Management: $64 million
High-Net-Worth Clients: 38
Average Client Assets: $1.6 million
Frequently Asked Questions
SMP FINANCIAL PLANNING, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #315300), SMP FINANCIAL PLANNING, LLC is subject to fiduciary duty under federal law.
SMP FINANCIAL PLANNING, LLC serves 38 high-net-worth clients according to their SEC filing dated December 09, 2025. View client details ↓
According to their SEC Form ADV, SMP FINANCIAL PLANNING, LLC offers financial planning and portfolio management for individuals. View all service details ↓
SMP FINANCIAL PLANNING, LLC manages $64 million in client assets according to their SEC filing dated December 09, 2025.
According to their SEC Form ADV, SMP FINANCIAL PLANNING, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.59%
Average Client Assets: $1.6 million
Total Client Accounts: 78
Discretionary Accounts: 78
Regulatory Filings
CRD Number: 315300
Filing ID: 2033055
Last Filing Date: 2025-12-09 18:27:09