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SMP Financial Planning
SMP Financial Planning, LLC is an SEC-registered investment adviser since 2025. The firm manages approximately $64 million in regulatory assets.
Overview
SMP Financial Planning, LLC is an SEC-registered investment adviser since 2025. The firm manages approximately $64 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Is SMP Financial Planning a fiduciary?
Yes, as an RIA, SMP Financial Planning is legally bound by the Investment Advisers Act of 1940 to act in clients' best interests, a higher standard than the suitability rule that applies to many broker-dealers.
Who founded SMP Financial Planning?
The founders of SMP Financial Planning are not publicly identified in the sources available. No principal names appear in state registration databases or public records.
What is the AUM of SMP Financial Planning?
The firm does not disclose its assets under management publicly. AUM is not listed on its state registration filings or any third-party data sources.
Where is SMP Financial Planning headquartered?
The headquarters location is not publicly documented. No address, city, or state is available from the sources consulted.
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