Justin Smith
Smith Partners Wealth Management · Greensboro, North Carolina
Justin Smith is a fee-only financial advisor at Smith Partners Wealth Management in Greensboro, North Carolina, who holds the CFP and CFA credentials. Justin focuses on retirement planning. Smith Partners Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Mid-life transitions
- Early-career professionals
- Executives
Facts
| Firm | Smith Partners Wealth Management |
|---|---|
| Based in | Greensboro, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | Typically works with clients with $500,000 or more |
| Accepting new clients | Yes |
| Assets under management | $196.1M across 416 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in NC · CRD 6035756 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | smithpartnerswealth.com |
| Profile |
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Questions about Justin
Is Justin Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Justin holds no broker registration, and Smith Partners Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Justin charge for financial advice?
Justin's firm, Smith Partners Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Justin charge?
According to Smith Partners Wealth Management's website, checked October 30, 2026: typically works with clients with $500,000 or more.
Where is Justin Smith based?
Justin Smith is based in Greensboro, North Carolina.
What does Justin specialize in?
Justin's specialties include retirement planning. Justin works with mid-life transitions, early-career professionals and executives.
What credentials does Justin Smith hold?
Justin Smith holds the CFP and CFA credentials.
Is Justin Smith registered with the SEC?
Yes. Justin Smith is registered as an investment adviser representative in NC (CRD 6035756), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Smith Partners Wealth Management manage?
Smith Partners Wealth Management reports $196.1M across 416 accounts in assets under management.
How do I contact Justin Smith?
Through Justin's website, smithpartnerswealth.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
- Smith Partners Wealth Management 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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