SMART MONEY FINANCIAL ADVISORS, LLC

Overview

Smart Money Financial Advisors, LLC is an independent registered investment adviser organized as an LLC that focuses on serving individual and family clients, along with small-business owners. The firm combines fee-based financial planning and discretionary portfolio management with insurance brokerage services, which shapes how it constructs client solutions. Investment management is concentrated on managed public-fund exposures rather than direct stock-picking or extensive alternative-sourcing: portfolios are executed primarily through mutual funds and annuity products, with discretionary mandates across client accounts. The firm charges clients using a mix of percentage-of-assets-under-management fees and fixed fees, and it does not position itself as a capital allocator to private-market managers. Smart Money Financial Advisors, LLC is not flagged as an active ESG investor and does not list multistate adviser status, which suggests a more regionally focused client base and a conventional approach to asset allocation centered on liquid mutual funds and insurance wrappers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices