A complete list of active advisors currently associated with Smart Financial Group, LLC

Warmer can help you find a great advisor at Smart Financial Group, LLC or one who fits your needs even better.

Smart Financial Group, LLC provides financial planning and consulting to individuals, high-net-worth clients and business entities, and it may facilitate managed portfolios by referring clients to third-party money managers. The firm’s planning work covers cash flow, retirement, risk management, tax and estate considerations and is delivered as a standalone, fixed‑fee service. Instead of directly managing client assets, Smart Financial Group refers clients to registered third‑party managers (including a referral relationship with Gradient Investments) and serves as a liaison and monitor for those relationships, assisting with onboarding, account reviews and communications. The firm does not hold custody of or exercise discretionary trading authority over client accounts and does not provide percentage‑of‑assets portfolio management directly. A distinctive aspect of the firm is that the managing member is a licensed independent insurance agent who spends a substantial portion of his time (about 40%) on insurance activities and receives commissions for insurance product sales, a conflict the brochure discloses and describes mitigation for. The firm also receives referral and revenue‑sharing payments from third‑party managers and participates in an incentive arrangement with one TPM, arrangements that the brochure highlights as disclosed and managed through client consent and the firm’s fiduciary procedures.

To learn more about the advisors currently working at Smart Financial Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.