Smarr Financial Services Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Smarr Financial Services, Inc. provides financial planning and investment supervisory services to individuals (including high‑net‑worth clients), trusts and estates, charitable organizations, corporations, and other business entities. The firm reports approximately $45.8 million in assets under management across about 75 client relationships and also offers insurance products including life, disability, long‑term care, group life and health, and fixed annuities.
The firm describes a primary investment approach based on fundamental analysis, combining long‑term buy‑and‑hold strategies with selective short‑term trading and the option for discretionary or non‑discretionary management. Its investment universe spans equities, mutual funds, ETFs, REITs, fixed income, alternatives and option contracts; the brochure discloses the use of options and other derivative strategies in separately managed accounts when appropriate.
Distinctive features noted in the brochure include a past regulatory disclosure — an Order of Conditional Registration that was satisfied in January 2013 — and an affiliation with an insurance agency whereby the firm’s investment representative is a licensed insurance agent who may devote up to 65% of the workweek to insurance sales. The combination of that insurance affiliation (and the potential for insurance commissions in addition to advisory fees) together with documented use of derivatives in managed accounts are the primary conflicts and uncommon characteristics prospective clients should consider.
Client services
Expertise
Fee options
Fixed fees for financial planning services ranging from $1,000 to $6,000, negotiable.
$0 - $200,000: 2.0% annually $200,001 - $600,000: 1.5% annually $600,001 - $1,000,000: 1.0% annually $1,000,001+: 0.50% annually
$100 to $500 per hour for financial planning services (minimum 1 hour), negotiable.
Fee-only: Financial planning services charged hourly ($100 to $500 per hour) or fixed fees ($1,000 to $6,000), both negotiable.
Main office
260 Peachtree St NW, Suite 2200
Atlanta GA 30303
Advisors at this office
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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