Smartplan Investing

Overview

Smartplan Investing is a corporation that operates as an independent registered investment adviser focused on individual and family clients. The firm is state-registered in Florida and Georgia and is owned by an individual. Its core client work centers on financial planning and delivering educational seminars or workshops rather than large-scale institutional mandates. The firm's listed fee structure is categorized as "other" rather than a standard asset-based model. Smartplan Investing does not identify itself as an active ESG investor, a capital allocator, a pension consultant, or a related adviser, and it maintains an industry affiliation with accounting professionals.

Assets & Accounts

Investments & Alternatives

Location & Offices