A complete list of active advisors currently associated with The Retirement Smith LLC

Warmer can help you find a great advisor at The Retirement Smith LLC or one who fits your needs even better.

The Retirement Smith LLC provides discretionary investment management, financial planning and consulting, and public educational seminars and workshops for individuals and business entities. Like many peers, the firm charges percentage-of-assets-under-management fees for portfolio management and also offers hourly or fixed-fee financial plans. TRS typically manages accounts on a discretionary basis, tailoring asset allocation and security selection to each client’s objectives and using fundamental and technical analysis; it may engage sub‑advisers or a co‑advisor and implement model-based strategies on clients’ behalf. The firm documents client goals, conducts quarterly account reviews that include rebalancing and tax‑loss harvesting where appropriate, and aims to deliver financial plans within about 30 days once materials are provided. Several features in TRS’s brochure distinguish it from many peers: the firm regularly holds free, educational seminars and workshops for the public, and the firm’s principal also operates an affiliated insurance agency — spending significant time on that business and receiving customary insurance compensation, a disclosed conflict of interest. TRS also describes fee‑sharing and incentive arrangements with a co‑advisor, notes potential receipt of custodian research or “soft dollar” benefits, and states that it does not vote client proxies.

To learn more about the advisors currently working at The Retirement Smith 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
Christopher Keeney	Fredericksburg, VA	7
Jeffrey Smith	Fredericksburg, VA	9

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support