Joseph Smith
StillBlue Financial Partners · Jacksonville, Florida
Joseph Smith is a fee-only financial advisor at StillBlue Financial Partners in Jacksonville, Florida, who holds the CFP credential. Joseph focuses on sustainable & impact investing, retirement planning and estate & legacy planning. StillBlue Financial Partners reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | StillBlue Financial Partners |
|---|---|
| Based in | Jacksonville, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $107.1M across 285 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, GA, TX · CRD 4824900 |
| Exams passed | Series 63 (2004) · Series 65 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.stillbluefinancial.com |
| Profile |
How Joseph's firm compares
- StillBlue Financial Partners's average account is about $376,000, from its Form ADV (assets managed divided by 285 accounts).
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Questions about Joseph
Is Joseph Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and StillBlue Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, StillBlue Financial Partners, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Joseph Smith based?
Joseph Smith is based in Jacksonville, Florida.
What does Joseph specialize in?
Joseph's specialties include sustainable & impact investing, retirement planning, estate & legacy planning and tax planning.
What credentials does Joseph Smith hold?
Joseph Smith holds the CFP credential.
Is Joseph Smith registered with the SEC?
Yes. Joseph Smith is registered as an investment adviser representative in FL, GA and TX (CRD 4824900), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does StillBlue Financial Partners manage?
StillBlue Financial Partners reports $107.1M across 285 accounts in assets under management.
How do I contact Joseph Smith?
Through Joseph's website, www.stillbluefinancial.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
- StillBlue Financial Partners 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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