SMP Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$76,447,370
Clients
44
Advisors
2
across 2 offices
About
SMP Financial Planning provides wealth management and standalone financial planning to individuals, high‑net‑worth clients, trusts, estates and select employer‑sponsored 401(k) plans. Services include discretionary portfolio management, financial planning and implementation across ETFs, mutual funds, individual equities, bonds and other investments.
The firm constructs customized, generally long‑term portfolios using a combination of fundamental and technical analysis, dollar‑cost averaging and periodic rebalancing, and typically manages accounts on a discretionary basis subject to any client restrictions. Accounts are monitored continuously with at least annual formal reviews, and trading may occur for rebalancing, cash needs or to address changing client objectives.
Distinctive aspects of SMP include its explicit focus on managing restricted and legacy securities — providing concentration risk oversight, security valuation, multi‑year tax‑budgeting and liquidation modeling, estate integration and charitable structuring, and performance reporting that includes restricted holdings. The brochure also highlights transparency and liquidity risks for thinly‑traded or private investments and discloses an institutional custodial relationship that provides the adviser with economic benefits.
Client services
Expertise
Fee options
Fixed fees range from $1,000 to $10,000 per project
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.85% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.40% annually
$150 to $500 per hour, negotiated with Client
Fee-only: Fixed fees range from $1,000 to $10,000 per project; hourly fees range from $150 to $500 per hour
Main office
See officeNew York NY
Advisors at this office
1
Most active in
District of Columbia · Maryland · New York · Virginia
Also doing business as
Poirier Financial Management, LLC · Smp Financial Planning, 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.
Quick links
Advisors at this firm
Mitchell P
Series 66
New York, NY
SMP Financial Planning, LLC
Mitchell Poirier is a financial advisor at SMP Financial Planning, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Novare Capital Management and TIAA-CREF. SMP Financial Planning provides wealth management and standalone financial planning services to individuals, high-net-worth clients, trusts, estates, and select employer-sponsored 401(k) plans. The firm constructs customized, generally long-term portfolios and focuses on managing restricted and legacy securities, incorporating concentration risk oversight, tax-budgeting, and estate integration.
Scott M
CFP®, Series 63, Series 66
Falls Church, VA
SMP Financial Planning, LLC
Scott Marx is a CERTIFIED FINANCIAL PLANNER™ with 27 years of industry experience. He is currently with SMP Financial Planning, LLC, where he has worked for four years. Prior to this, he was with TIAA-CREF from 2010 to 2022. SMP Financial Planning provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and select employer-sponsored 401(k) plans. The firm focuses on customized, long-term portfolios and offers specialized management of restricted and legacy securities.
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