SMP Financial Planning, LLC

RIASEC RegisteredEst. 2025

Total AUM

$64.4M

Discretionary

$64.4M

100% of AUM

Avg account

$825K

Accounts

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: HNWI95.59%
Pension & Profit Sharing Plans2.48%
Individuals1.93%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

SMP Financial Planning, LLC is an independent registered investment advisor (RIA) that focuses on providing financial planning services and portfolio management for individuals, families, and small businesses. Established in 2025, the firm operates as a limited liability company and is owned by an individual. The firm does not engage in capital allocation or pension consulting, and it does not have affiliations with other advisory firms. SMP Financial Planning employs a fee structure that includes a percentage of assets under management (AUM), hourly charges, and fixed fees, catering to a diverse client base that includes both individual and institutional clients.