Smith Partners Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$182,451,086
Clients
118
Advisors
2
of 4 employees
About
Smith Partners Wealth Management provides investment advice, financial planning, and customized financial consulting to individuals, families, businesses, trusts, retirement and profit-sharing plans, and charitable organizations. The firm offers advice across a broad range of instruments, including equities, fixed income, mutual funds, ETFs/ETNs, alternative investments, and certain derivatives.
SPWM constructs separately managed accounts matched to clients’ life stage, time horizon, and risk tolerances, emphasizing low-cost, low-turnover index funds and individual securities while permitting client-directed restrictions. The firm also implements direct-indexing and other customized portfolio techniques (including tax-loss harvesting, ESG-based exclusions, factor tilts, and concentrated position management) and manages held-away retirement accounts through a platform that restricts client access credentials and third-party disbursements.
Distinctive features include a small advisory team that uses an independent outsourced Chief Investment Officer for discretionary portfolio management while retaining firm oversight and fiduciary responsibility. The firm also uses an aggregate-billing algorithm for family accounts, conducts mutual fund share-class analyses and conversions when appropriate, and cites adherence to multiple professional codes of ethics (e.g., NAPFA/FPA guidance and CFP/CFA standards).
Client services
Expertise
Occupation focus
Fee options
Agreed-upon flat rates for financial consulting services
$0 - $200,000: 1.50% $200,000 - $300,000: 1.00% $1,000,000+: 1.00%
$150 to $350 per hour for consulting engagements
Account minimum: $300,000 Minimum fee: $3,000 annual minimum fee Fee-only: Financial planning consulting fees range from $150 to $350 per hour or an agreed-upon flat rate
Main office
128 E. Fisher Avenue
Greensboro NC 27401
Advisors at this office
2
Most active in
Nebraska · North Carolina
Also doing business as
Jonathan Smith & Co Investment Counsel LLC · Jonathan Smith & Co. · Jonathan Smith & Co. Investment Co. LLC. · Jonathan Smith & Co. Investment Counsel · Jonathan Smith & Co. Investment Counsel LLC · Jonathan Smith & Co., Investment Counsel, LLC · Smith Partners Wealth Management · Smith Partners Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Advisors at this firm
Justin S
CFP®, CFA®
Greensboro, NC
Smith Partners Wealth Management, LLC
Justin Smith is a CFP® and CFA® with 14 years of industry experience. He has been with Smith Partners Wealth Management, LLC since 2005, including its predecessor firm Jonathan Smith & Co. The firm provides investment advice, financial planning, and customized consulting to individuals, families, businesses, trusts, retirement and profit-sharing plans, and charitable organizations. Smith Partners Wealth Management constructs separately managed accounts tailored to clients’ life stages and risk tolerances, using a range of investment vehicles and tax-aware strategies, and engages an independent Outsourced Chief Investment Officer to assist with portfolio management while retaining supervisory responsibility.
Jonathan S
Series 65
Greensboro, NC
Smith Partners Wealth Management, LLC
Jonathan Smith is a financial advisor at Smith Partners Wealth Management, LLC in Greensboro, NC, holding a Series 65 designation with 13 years of industry experience. He has been with the firm since 1988, including its previous iteration as Jonathan Smith & Co. LLC. Smith Partners Wealth Management provides investment advice, financial planning, and customized consulting to individuals, families, businesses, trusts, retirement and profit-sharing plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, utilizing separately managed accounts tailored to clients’ life stages and risk tolerances, with a focus on low-cost index funds, ETFs, and tax-aware strategies.
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