# SMP Financial Planning

SMP Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/91673601

## Regulatory record

- **CRD number:** 315300
- **SEC file number:** 801-134873
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315300

## About

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.

## 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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- [Navar Capital](https://altss.com/profile/navar-capital-llc)
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Last updated: 2026-06-03T20:00:00.000Z

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