# Jeffrey Smith

> Jeffrey Smith is a fee-only financial advisor at North Shore Investment Consulting, LLC in Wilmette, Illinois, who holds the CFA, CFP and MBA credentials. North Shore Investment Consulting, LLC reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/jeffrey-smith/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** North Shore Investment Consulting, LLC
- **Based in:** Wilmette, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $170.5M across 300 accounts
- **Credentials:** CFA, CFP, MBA
- **CRD:** 1750020 (https://adviserinfo.sec.gov/individual/summary/1750020)
- **SEC registration:** Investment adviser representative in IL, TX
- **Exams passed:** Series 63 (1987)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://nsinv.com

## Frequently asked questions

### Is Jeffrey Smith a fee-only financial advisor?

Yes. Jeffrey Smith is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jeffrey's firm.

### How does Jeffrey charge for financial advice?

Jeffrey's firm, North Shore Investment Consulting, LLC, reports charging a percentage of assets on its SEC Form ADV.

### Where is Jeffrey Smith based?

Jeffrey Smith is based in Wilmette, Illinois.

### What credentials does Jeffrey Smith hold?

Jeffrey Smith holds the CFA, CFP and MBA credentials.

### Is Jeffrey Smith registered with the SEC?

Yes. Jeffrey Smith is registered as an investment adviser representative in IL and TX (CRD 1750020), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does North Shore Investment Consulting, LLC manage?

North Shore Investment Consulting, LLC reports $170.5M across 300 accounts in assets under management.

### How do I contact Jeffrey Smith?

Through Jeffrey's website, nsinv.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/3843): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.