Smartt Wealth Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Smartt Wealth Solutions, LLC provides personalized financial planning and co-advisory investment services for individual and high‑net‑worth clients and currently reports a very small client roster. The firm’s planning work covers retirement, tax, estate, insurance review, cash‑flow and education funding, while investment implementation is placed on a third‑party platform (Matson Money) rather than held or managed directly by the firm.
Smartt typically acts as a co‑advisor and coordinates with Matson Money, custodians and other client‑engaged professionals (e.g., accountants or attorneys) while Matson Money handles discretionary trading and custody. The firm uses a CFP‑aligned six‑step planning process and combines fundamental, technical and cyclical analysis in its recommendations; it also offers fixed‑fee planning engagements and public seminars and workshops that are educational and offered without charge.
Distinctive features noted in the brochure include the managing member’s affiliated insurance practice (with limited time spent and disclosed commission potential) and the firm’s regular educational seminars, both of which are less common among peers. Smartt does not custody client assets, does not routinely accept discretionary authority itself, and discloses its co‑advisor arrangements and related conflicts of interest.
Client services
Expertise
Fee options
Financial planning flat fees range from $500 to $5,000 based on plan type (Basic Plan $500-$1,500; Platinum Plan $1,500-$5,000)
Commissions received by managing member Steven Smartt for insurance products sales
Fee-only: Financial planning fixed fees ranging from $500 to $5,000 depending on plan complexity
Main office
1166 E Warner Road, Suite 101
Gilbert AZ 85296
Advisors at this office
3
Most active in
Arizona · Utah
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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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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
Advisors at this firm
Steven S
Series 63, Series 65
Gilbert, AZ
Smartt Wealth Solutions, LLC
Steven Smartt is a financial advisor at Smartt Wealth Solutions, LLC in Gilbert, AZ, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Smartt Wealth Solutions since 2014. In addition to his advisory role, he is involved in a life insurance brokerage with various carriers, dedicating fewer than five hours per week to this activity. Smartt Wealth Solutions provides personalized financial planning and co-advisory investment services primarily to individual and high-net-worth clients. The firm collaborates with Matson Money for platform management and fee billing while offering educational seminars and coordinating with other professionals to support client needs.
Mark H
Series 65
Gilbert, AZ
Smartt Wealth Solutions, LLC
Mark Hall is a financial advisor with Smartt Wealth Solutions, LLC in Gilbert, AZ, holding a Series 65 designation and 11 years of industry experience. He has been with Smartt Wealth Solutions since 2015 and also operates Mark E. Hall, PC, where he is a partner and attorney with over two decades in legal practice. Smartt Wealth Solutions provides personalized financial planning and co-advisory investment services primarily for individual and high-net-worth clients, utilizing a third-party platform for investment implementation and emphasizing collaboration with other client professionals.
Scott T
Series 65, Series 66
Gilbert, AZ
Smartt Wealth Solutions, LLC
Scott Traasdahl is a financial advisor at Smartt Wealth Solutions, LLC in Gilbert, AZ, holding Series 65 and Series 66 designations with 10 years of industry experience. He is also a partner and owner at Elevate CPA Advisory PLC, a CPA practice he has been involved with since 2002. Smartt Wealth Solutions provides personalized financial planning and co-advisory investment services to individual and high-net-worth clients, emphasizing a coordinated approach with third-party platforms and other professional advisors. The firm offers a CFP-aligned planning process and regularly conducts educational seminars and workshops.
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