Michael Smith
ProFocus · Phoenix, Arizona
Michael Smith is a fee-only financial advisor at ProFocus in Phoenix, Arizona, who holds the CFP credential. Michael focuses on retirement planning, tax planning and estate & legacy planning. ProFocus reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | ProFocus |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $156.5M across 529 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, VA · CRD 1189477 |
| Exams passed | Series 63 (1983) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.profocus.com |
How Michael's firm compares
- ProFocus's average account is about $296,000, from its Form ADV (assets managed divided by 529 accounts).
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Questions about Michael
Is Michael Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and ProFocus reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, ProFocus, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Smith based?
Michael Smith is based in Phoenix, Arizona.
What does Michael specialize in?
Michael's specialties include retirement planning, tax planning, estate & legacy planning and small business owners. Michael works with retirees and pre-retirees.
What credentials does Michael Smith hold?
Michael Smith holds the CFP credential.
Is Michael Smith registered with the SEC?
Yes. Michael Smith is registered as an investment adviser representative in AZ and VA (CRD 1189477), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does ProFocus manage?
ProFocus reports $156.5M across 529 accounts in assets under management.
How do I contact Michael Smith?
Through Michael's website, www.profocus.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
- ProFocus 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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