SMP Financial Planning, LLC

RIASEC & State Registered

Total AUM

$78.3M

Discretionary

$77.7M

99% of AUM

Avg account

$725K

Accounts

108

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 315300
Registered since: December 2, 2025
Website: smpfinancialplanning.com
Custodians: CHARLES SCHWAB & CO., INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI95.39%
Pension & Profit Sharing Plans2.35%
Individuals2.26%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

SMP Financial Planning, LLC is an independent registered investment adviser organized as an LLC and listed as SEC-registered in 2025. The firm serves both individual and family clients as well as some institutional relationships, focusing on financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, indicating a mix of ongoing advisory relationships and project-based planning work. The firm does not characterize itself as an active ESG investor and is not listed as a multi-state adviser in the provided snapshot.