Lisette Smith
The Advisory Group of San Francisco · San Francisco, California
Lisette Smith is a fee-only financial advisor at The Advisory Group of San Francisco in San Francisco, California, who holds the CFP credential. Lisette focuses on divorce financial planning. The Advisory Group of San Francisco reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Mid-life transitions
Facts
| Firm | The Advisory Group of San Francisco |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $809.9M across 392 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, MA, TX · CRD 1665492 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.advisorygroupsf.com |
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Questions about Lisette
Is Lisette Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lisette holds no broker registration, and The Advisory Group of San Francisco reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lisette charge for financial advice?
Lisette's firm, The Advisory Group of San Francisco, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Lisette Smith based?
Lisette Smith is based in San Francisco, California.
What does Lisette specialize in?
Lisette's specialties include divorce financial planning. Lisette works with mid-life transitions.
What credentials does Lisette Smith hold?
Lisette Smith holds the CFP credential.
Is Lisette Smith registered with the SEC?
Yes. Lisette Smith is registered as an investment adviser representative in CA, MA and TX (CRD 1665492), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Advisory Group of San Francisco manage?
The Advisory Group of San Francisco reports $809.9M across 392 accounts in assets under management.
How do I contact Lisette Smith?
Through Lisette's website, www.advisorygroupsf.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
- The Advisory Group of San Francisco 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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