# Smart Choice Financial Planning

Smart Choice Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://smartchoicefinancialplanning.com

## Regulatory record

- **CRD number:** 140207
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/140207

## About

SMART CHOICE FINANCIAL PLANNING, INC. is a state-registered investment adviser in ST. JOHN, IN. The firm manages approximately $96 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### What is known about Smart Choice Financial Planning's investment strategy?

Nothing is publicly known. The firm's SEC registration and name suggest a financial planning orientation, but no asset allocation, sector focus, or deal activity has been reported by financial media or data aggregators. The absence of a website, LinkedIn presence, or voluntary disclosures precludes any characterization of its investment posture.

### Who runs investment decisions at Smart Choice Financial Planning?

No principals are publicly identified. The firm has not disclosed its ownership, investment committee structure, or key decision-makers through SEC filings, media coverage, or industry directories. Without a website or LinkedIn presence, even basic personnel information is unavailable.

### Does Smart Choice Financial Planning participate in fund commitments or direct deals?

No fund commitments, direct investments, or co-investments attributable to Smart Choice Financial Planning appear in any public database, news archive, or regulatory filing. Whether the firm deploys capital directly, through intermediaries, or not at all is unknown.

## Related profiles

- [S & A Financial Strategies & Services](https://altss.com/profile/s-and-a-financial-strategies-and-services-llc)

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Last updated: 2026-08-14T12:30:00.000Z

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