SMART CHOICE FINANCIAL PLANNING, INC.

Overview

Smart Choice Financial Planning, Inc. is an independent, owner-operated registered investment adviser that focuses on individuals, families and small-business owners. The firm provides financial planning and portfolio management, delivering advice on a fee basis using hourly and fixed-fee arrangements rather than asset-based ongoing advisory fees. Filings indicate the firm operates as a non-discretionary adviser: clients retain trading authority and the firm delivers planning and implementation guidance rather than full discretionary portfolio control. In terms of investment posture, Smart Choice favors retail-oriented public funds and mutual funds as a primary implementation vehicle, and describes its allocation preference as “Other,” reflecting a practical, client-specific approach rather than a single house model. The firm is not an active ESG investor, does not present itself as a multi-state adviser, and is not positioned as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices