A complete list of active advisors currently associated with Smart Money Financial Advisors, LLC
Warmer can help you find a great advisor at Smart Money Financial Advisors, LLC or one who fits your needs even better.
Smart Money Financial Advisors, LLC provides portfolio management, selection of other advisers, and financial planning primarily for individual and high‑net‑worth clients. The firm documents client goals and risk tolerance in a written Investment Policy Statement and offers asset allocation, asset selection, and ongoing portfolio monitoring as part of its services. The firm’s stated investment approach draws on Modern Portfolio Theory and favors long‑term investing, with discretionary management and at least annual account reviews; clients receive quarterly custody statements from the chosen custodian. The brochure also discloses operational practices that affect implementation — for example, clients are required to use a specified custodian (Charles Schwab Advisor Services) and the firm may receive research or other soft‑dollar benefits. The brochure highlights a few features that distinguish the firm from many peers: a principal is a licensed insurance agent who may offer commissionable insurance and annuity products and personnel operate a retirement‑education business; the firm also discloses fee‑sharing arrangements with third‑party managers (including a recommendation of Valor Capital Management) rather than only earning direct advisory fees. The firm further discloses the use of hypothetical performance in its materials and describes these outside activities and compensation arrangements as potential conflicts of interest that it seeks to manage.
To learn more about the advisors currently working at Smart Money Financial Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Sterling Heights, MI
| 13
|
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