Adam Smetzer
Sky Vision Wealth · Columbus, Ohio
Adam Smetzer is a fee-only financial advisor at Sky Vision Wealth in Columbus, Ohio, who holds the CFP credential. Adam focuses on retirement planning, tax planning and estate & legacy planning. Sky Vision Wealth reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Executives
- Retirees
- High earners
Facts
| Firm | Sky Vision Wealth |
|---|---|
| Based in | Columbus, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $35.1M across 167 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 5628049 |
| Exams passed | Series 66 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.skyvisionwealth.com |
| Profile |
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Questions about Adam
Is Adam Smetzer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Sky Vision Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam's firm, Sky Vision Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Adam Smetzer based?
Adam Smetzer is based in Columbus, Ohio.
What does Adam specialize in?
Adam's specialties include retirement planning, tax planning, estate & legacy planning and equity compensation. Adam works with executives, retirees and high earners.
What credentials does Adam Smetzer hold?
Adam Smetzer holds the CFP credential.
Is Adam Smetzer registered with the SEC?
Yes. Adam Smetzer is registered as an investment adviser representative in OH and TX (CRD 5628049), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sky Vision Wealth manage?
Sky Vision Wealth reports $35.1M across 167 accounts in assets under management.
How do I contact Adam Smetzer?
Through Adam's website, www.skyvisionwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Sky Vision Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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