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

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

Smart Money Group serves a mix of individual (including high‑net‑worth) clients, trusts, pension and profit‑sharing plans, and corporate entities, providing discretionary portfolio management, financial planning and consulting, and referrals to third‑party money managers. The firm also offers a broad set of planning services for businesses and owners (including corporate and personal tax planning, cost segregation studies, and succession planning) in addition to traditional investment management. Investment decisions draw on a blend of fundamental, technical and quantitative methods — including asset and sector allocation, fixed‑income portfolio management, and a behavioral “Black and White” factor approach — and portfolios are monitored and rebalanced regularly in line with client goals and risk tolerances. The firm tailors accounts where feasible, conducts due diligence on third‑party managers, and provides at least annual reviews of managed accounts. Compared with many peers, Smart Money Group has several atypical features: it disclosed the removal of Briscoe & Associates, LLC as an affiliated accounting firm in its most recent update, acts as a sub‑adviser to the YOKE Core ETF (with a contractual minimum fee arrangement that can create conflicts of interest), and routinely includes options and other derivative instruments among the implementable strategies for managed accounts. The firm also participates in educational events made available through its custodial relationships, which the brochure cites alongside other custodian‑provided resources.

To learn more about the advisors currently working at Smart Money 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.