Michael Smith
Emerald Advisors · Bellevue, Washington
Michael Smith is a fee-only financial advisor at Emerald Advisors in Bellevue, Washington. Michael focuses on retirement planning and estate & legacy planning. Emerald Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Emerald Advisors |
|---|---|
| Based in | Bellevue, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $941.4M across 983 accounts |
| SEC registration | Investment adviser representative in TX, WA · CRD 4973573 |
| Exams passed | Series 66 (2005) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | emeraldadv.com |
| Profile |
How Michael's firm compares
- Emerald Advisors's average account is about $958,000, from its Form ADV (assets managed divided by 983 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 Emerald Advisors 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, Emerald Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Michael Smith based?
Michael Smith is based in Bellevue, Washington.
What does Michael specialize in?
Michael's specialties include retirement planning and estate & legacy planning.
Is Michael Smith registered with the SEC?
Yes. Michael Smith is registered as an investment adviser representative in TX and WA (CRD 4973573), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Emerald Advisors manage?
Emerald Advisors reports $941.4M across 983 accounts in assets under management.
How do I contact Michael Smith?
Through Michael's website, emeraldadv.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
- Emerald Advisors 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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