Linda Smith
William Mack & Associates · Treasure Island, Florida
Linda Smith is a fee-only financial advisor at William Mack & Associates in Treasure Island, Florida, who holds the CFP credential. Linda charges a percentage of assets and an ongoing planning fee (1% a year on the first tier of assets managed) and focuses on retirement planning.
Request an introduction to Linda →
Specialties
Facts
| Firm | William Mack & Associates |
|---|---|
| Based in | Treasure Island, Florida |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $1.03B across 952 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, MI · CRD 6765666 |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.wmack.com |
How Linda's firm compares
- William Mack & Associates's average account is about $1.1 million, from its Form ADV (assets managed divided by 952 accounts).
Request an introduction to Linda
Tell Linda a little about what you're looking for. Linda isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Linda
Is Linda Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Linda holds no broker registration, and William Mack & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Linda charge for financial advice?
Linda charges a percentage of assets and an ongoing planning fee.
How much does Linda charge?
According to William Mack & Associates's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Linda Smith based?
Linda Smith is based in Treasure Island, Florida.
What does Linda specialize in?
Linda's specialties include retirement planning.
What credentials does Linda Smith hold?
Linda Smith holds the CFP credential.
Is Linda Smith registered with the SEC?
Yes. Linda Smith is registered as an investment adviser representative in FL and MI (CRD 6765666), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does William Mack & Associates manage?
William Mack & Associates reports $1.03B across 952 accounts in assets under management.
How do I contact Linda Smith?
Through Linda's website, www.wmack.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
- William Mack & Associates 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.
See something wrong? Request a correction. Read our methodology.